Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86K Hold
11,846
﹤0.01% 3864
2025
Q1
$83K Sell
11,846
-1,627
-12% -$11.4K ﹤0.01% 3748
2024
Q4
$116K Hold
13,473
﹤0.01% 3763
2024
Q3
$98K Sell
13,473
-185
-1% -$1.35K ﹤0.01% 3754
2024
Q2
$135K Buy
13,658
+680
+5% +$6.72K ﹤0.01% 3236
2024
Q1
$172K Sell
12,978
-7,825
-38% -$104K ﹤0.01% 3423
2023
Q4
$283K Buy
20,803
+13,282
+177% +$181K ﹤0.01% 3353
2023
Q3
$114K Buy
7,521
+4,649
+162% +$70.5K ﹤0.01% 3276
2023
Q2
$75K Sell
2,872
-4,575
-61% -$119K ﹤0.01% 3510
2023
Q1
$154K Buy
+7,447
New +$154K ﹤0.01% 3299
2021
Q4
Sell
-1,926
Closed -$22K 3545
2021
Q3
$22K Buy
1,926
+1,344
+231% +$15.4K ﹤0.01% 3599
2021
Q2
$10K Buy
+582
New +$10K ﹤0.01% 3854
2020
Q3
Sell
-33
Closed 3816
2020
Q2
$0 Buy
+33
New ﹤0.01% 3865
2020
Q1
Sell
-1
Closed 3778
2019
Q4
$0 Sell
1
-64
-98% ﹤0.01% 4035
2019
Q3
$0 Buy
+65
New ﹤0.01% 4259
2018
Q1
Sell
-1,267
Closed -$11K 4276
2017
Q4
$11K Buy
+1,267
New +$11K ﹤0.01% 3811