Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
983
+170
+21% +$38.5K 0.02% 307
2025
Q1
$135K Sell
813
-30
-4% -$4.98K 0.01% 338
2024
Q4
$166K Sell
843
-1,140
-57% -$225K 0.01% 319
2024
Q3
$344K Buy
1,983
+217
+12% +$37.7K 0.02% 269
2024
Q2
$307K Buy
1,766
+350
+25% +$60.8K 0.02% 275
2024
Q1
$191K Buy
1,416
+1,083
+325% +$146K 0.01% 301
2023
Q4
$34K Buy
333
+92
+38% +$9.39K ﹤0.01% 490
2023
Q3
$22K Hold
241
﹤0.01% 547
2023
Q2
$25K Sell
241
-40
-14% -$4.15K ﹤0.01% 533
2023
Q1
$27K Buy
281
+40
+17% +$3.84K ﹤0.01% 507
2022
Q4
$18K Buy
241
+44
+22% +$3.29K ﹤0.01% 570
2022
Q3
$13K Buy
+197
New +$13K ﹤0.01% 590
2022
Q2
Sell
-307
Closed -$32K 956
2022
Q1
$32K Buy
307
+17
+6% +$1.77K ﹤0.01% 488
2021
Q4
$35K Buy
290
+185
+176% +$22.3K ﹤0.01% 466
2021
Q3
$12K Buy
105
+99
+1,650% +$11.3K ﹤0.01% 666
2021
Q2
$1K Hold
6
﹤0.01% 833
2021
Q1
$1K Hold
6
﹤0.01% 652
2020
Q4
$1K Sell
6
-52
-90% -$8.67K ﹤0.01% 753
2020
Q3
$5K Buy
+58
New +$5K ﹤0.01% 608
2020
Q1
Sell
-83
Closed -$5K 807
2019
Q4
$5K Buy
+83
New +$5K ﹤0.01% 546
2018
Q3
Sell
-2
Closed 768
2018
Q2
$0 Buy
+2
New ﹤0.01% 749