Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Buy
1,823
+776
+74% +$22.1K 0.01% 198
2025
Q1
$23K Hold
1,047
0.01% 275
2024
Q4
$23K Buy
1,047
+84
+9% +$1.85K 0.01% 275
2024
Q3
$21K Sell
963
-133
-12% -$2.9K 0.01% 250
2024
Q2
$20K Buy
1,096
+141
+15% +$2.57K 0.01% 230
2024
Q1
$17K Sell
955
-477
-33% -$8.49K ﹤0.01% 242
2023
Q4
$24K Buy
1,432
+22
+2% +$369 0.01% 199
2023
Q3
$20K Sell
1,410
-1,897
-57% -$26.9K 0.01% 219
2023
Q2
$52K Buy
3,307
+2,169
+191% +$34.1K 0.01% 160
2023
Q1
$20K Buy
1,138
+724
+175% +$12.7K 0.01% 213
2022
Q4
$6K Hold
414
﹤0.01% 303
2022
Q3
$6K Sell
414
-1
-0.2% -$14 ﹤0.01% 317
2022
Q2
$9K Sell
415
-80
-16% -$1.74K ﹤0.01% 271
2022
Q1
$9K Hold
495
﹤0.01% 246
2021
Q4
$9K Sell
495
-3,930
-89% -$71.5K ﹤0.01% 247
2021
Q3
$90K Buy
4,425
+3,959
+850% +$80.5K 0.03% 82
2021
Q2
$10K Sell
466
-132
-22% -$2.83K ﹤0.01% 222
2021
Q1
$14K Sell
598
-967
-62% -$22.6K ﹤0.01% 196
2020
Q4
$34K Sell
1,565
-506
-24% -$11K 0.01% 149
2020
Q3
$45K Buy
2,071
+442
+27% +$9.6K 0.02% 95
2020
Q2
$37K Buy
1,629
+19
+1% +$432 0.01% 105
2020
Q1
$35K Buy
+1,610
New +$35K 0.02% 100