Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,233
Closed -$31.5K 1777
2024
Q4
$31.5K Sell
7,233
-7,355
-50% -$32.1K ﹤0.01% 1296
2024
Q3
$97.4K Buy
14,588
+7,510
+106% +$50.2K ﹤0.01% 898
2024
Q2
$29.4K Buy
7,078
+6,133
+649% +$25.5K ﹤0.01% 1261
2024
Q1
$4.25K Buy
945
+429
+83% +$1.93K ﹤0.01% 2118
2023
Q4
$4.68K Sell
516
-3,100
-86% -$28.1K ﹤0.01% 1162
2023
Q3
$32.7K Sell
3,616
-4,190
-54% -$37.9K ﹤0.01% 855
2023
Q2
$75.6K Buy
7,806
+2,367
+44% +$22.9K ﹤0.01% 679
2023
Q1
$57.2K Sell
5,439
-1,400
-20% -$14.7K ﹤0.01% 738
2022
Q4
$66.7K Buy
6,839
+5,851
+592% +$57K 0.01% 583
2022
Q3
$15K Buy
988
+752
+319% +$11.4K ﹤0.01% 789
2022
Q2
$5K Buy
236
+195
+476% +$4.13K ﹤0.01% 859
2022
Q1
$0 Sell
41
-5
-11% ﹤0.01% 1198
2021
Q4
$1K Sell
46
-174
-79% -$3.78K ﹤0.01% 1039
2021
Q3
$7K Sell
220
-1,600
-88% -$50.9K ﹤0.01% 812
2021
Q2
$96K Buy
1,820
+1,020
+128% +$53.8K 0.01% 471
2021
Q1
$31K Sell
800
-2,348
-75% -$91K ﹤0.01% 573
2020
Q4
$153K Sell
3,148
-1,000
-24% -$48.6K 0.02% 400
2020
Q3
$88K Buy
4,148
+1,448
+54% +$30.7K 0.01% 461
2020
Q2
$20K Buy
2,700
+1,700
+170% +$12.6K ﹤0.01% 576
2020
Q1
$2K Hold
1,000
﹤0.01% 691
2019
Q4
$4K Hold
1,000
﹤0.01% 672
2019
Q3
$1K Buy
+1,000
New +$1K ﹤0.01% 736