Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.6K Buy
1,552
+475
+44% +$22.8K 0.01% 572
2025
Q1
$52.3K Buy
1,077
+141
+15% +$6.84K 0.01% 628
2024
Q4
$45.7K Hold
936
0.01% 624
2024
Q3
$58.1K Hold
936
0.01% 562
2024
Q2
$53.4K Hold
936
0.01% 585
2024
Q1
$54K Sell
936
-316
-25% -$18.2K 0.01% 562
2023
Q4
$85.5K Hold
1,252
0.01% 525
2023
Q3
$71.2K Sell
1,252
-257
-17% -$14.6K 0.01% 495
2023
Q2
$90K Sell
1,509
-436
-22% -$26K 0.01% 489
2023
Q1
$123K Sell
1,945
-2,402
-55% -$152K 0.02% 429
2022
Q4
$270K Buy
4,347
+2,353
+118% +$146K 0.05% 284
2022
Q3
$99.8K Buy
1,994
+1,323
+197% +$66.2K 0.02% 446
2022
Q2
$37.7K Buy
671
+75
+13% +$4.21K 0.01% 602
2022
Q1
$41.1K Buy
596
+158
+36% +$10.9K 0.01% 565
2021
Q4
$23.6K Sell
438
-5,967
-93% -$321K ﹤0.01% 619
2021
Q3
$306K Sell
6,405
-3,395
-35% -$162K 0.05% 278
2021
Q2
$637K Sell
9,800
-1,929
-16% -$125K 0.11% 170
2021
Q1
$726K Buy
+11,729
New +$726K 0.14% 144
2020
Q1
Sell
-3,316
Closed -$162K 662
2019
Q4
$162K Sell
3,316
-1,122
-25% -$54.8K 0.04% 342
2019
Q3
$195K Sell
4,438
-6,701
-60% -$295K 0.06% 320
2019
Q2
$577K Sell
11,139
-353
-3% -$18.3K 0.19% 150
2019
Q1
$560K Buy
11,492
+11,139
+3,156% +$543K 0.2% 132
2018
Q4
$15.2K Buy
353
+162
+85% +$6.98K 0.01% 477
2018
Q3
$7.49K Buy
+191
New +$7.49K ﹤0.01% 508