Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
118
+15
+15% +$1.53K ﹤0.01% 1732
2025
Q1
$10K Sell
103
-11
-10% -$1.07K ﹤0.01% 1754
2024
Q4
$10K Buy
114
+26
+30% +$2.28K ﹤0.01% 1748
2024
Q3
$9K Buy
88
+14
+19% +$1.43K ﹤0.01% 1695
2024
Q2
$6K Sell
74
-756
-91% -$61.3K ﹤0.01% 1639
2024
Q1
$76K Sell
830
-349
-30% -$32K ﹤0.01% 1222
2023
Q4
$112K Hold
1,179
﹤0.01% 1186
2023
Q3
$110K Buy
1,179
+72
+7% +$6.72K ﹤0.01% 1170
2023
Q2
$101K Buy
1,107
+27
+3% +$2.46K ﹤0.01% 1219
2023
Q1
$79K Buy
+1,080
New +$79K ﹤0.01% 1131
2022
Q4
Sell
-101,992
Closed -$9.87M 1861
2022
Q3
$9.87M Buy
101,992
+31,417
+45% +$3.04M 0.03% 244
2022
Q2
$7.42M Buy
+70,575
New +$7.42M 0.02% 252
2022
Q1
Sell
-22
Closed -$4K 1818
2021
Q4
$4K Sell
22
-21
-49% -$3.82K ﹤0.01% 1617
2021
Q3
$6K Sell
43
-4
-9% -$558 ﹤0.01% 1467
2021
Q2
$12K Buy
+47
New +$12K ﹤0.01% 1305
2020
Q1
Sell
-50
Closed -$8K 1605
2019
Q4
$8K Hold
50
﹤0.01% 1450
2019
Q3
$7K Buy
+50
New +$7K ﹤0.01% 1511
2019
Q2
Sell
-9,000
Closed -$1.11M 1631
2019
Q1
$1.11M Sell
9,000
-900
-9% -$111K ﹤0.01% 610
2018
Q4
$1.16M Buy
9,900
+1,700
+21% +$199K 0.01% 538
2018
Q3
$1.03M Buy
+8,200
New +$1.03M ﹤0.01% 575