Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
5,182
-1,942
-27% -$67.5K 0.01% 685
2025
Q1
$241K Buy
7,124
+6,348
+818% +$214K 0.02% 485
2024
Q4
$22.9K Sell
776
-421
-35% -$12.4K ﹤0.01% 1161
2024
Q3
$37.6K Sell
1,197
-257
-18% -$8.07K ﹤0.01% 822
2024
Q2
$52.5K Buy
1,454
+228
+19% +$8.23K 0.01% 639
2024
Q1
$46.2K Sell
1,226
-84
-6% -$3.17K ﹤0.01% 516
2023
Q4
$46.4K Buy
1,310
+253
+24% +$8.96K 0.01% 494
2023
Q3
$40.9K Buy
1,057
+189
+22% +$7.31K 0.01% 491
2023
Q2
$30.7K Sell
868
-18
-2% -$636 ﹤0.01% 530
2023
Q1
$33.6K Buy
886
+585
+194% +$22.2K ﹤0.01% 511
2022
Q4
$10.5K Sell
301
-56
-16% -$1.96K ﹤0.01% 646
2022
Q3
$10K Buy
357
+82
+30% +$2.3K ﹤0.01% 657
2022
Q2
$8K Buy
275
+189
+220% +$5.5K ﹤0.01% 678
2022
Q1
$3K Hold
86
﹤0.01% 864
2021
Q4
$2K Hold
86
﹤0.01% 867
2021
Q3
$2K Buy
+86
New +$2K ﹤0.01% 837
2020
Q4
Sell
-705
Closed -$12K 733
2020
Q3
$12K Buy
705
+433
+159% +$7.37K ﹤0.01% 524
2020
Q2
$6K Buy
272
+7
+3% +$154 ﹤0.01% 577
2020
Q1
$6K Buy
265
+105
+66% +$2.38K ﹤0.01% 563
2019
Q4
$6K Buy
160
+2
+1% +$75 ﹤0.01% 502
2019
Q3
$6K Sell
158
-230
-59% -$8.73K ﹤0.01% 494
2019
Q2
$16K Buy
+388
New +$16K 0.01% 429
2018
Q4
$16K Buy
445
+135
+44% +$4.85K 0.01% 392
2018
Q3
$14K Sell
310
-299
-49% -$13.5K 0.01% 441
2018
Q2
$26K Sell
609
-7
-1% -$299 0.01% 276
2018
Q1
$23K Buy
616
+48
+8% +$1.79K 0.01% 271
2017
Q4
$21K Buy
568
+47
+9% +$1.74K 0.01% 278
2017
Q3
$18K Sell
521
-248
-32% -$8.57K 0.01% 279
2017
Q2
$24K Buy
769
+186
+32% +$5.81K 0.01% 286
2017
Q1
$17K Sell
583
-8
-1% -$233 0.01% 294
2016
Q4
$19K Buy
+591
New +$19K 0.01% 265