Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
1,551
+62
+4% +$3.12K ﹤0.01% 1257
2025
Q1
$70K Sell
1,489
-28,019
-95% -$1.32M ﹤0.01% 1264
2024
Q4
$1.56M Buy
29,508
+1,182
+4% +$62.5K ﹤0.01% 690
2024
Q3
$1.57M Sell
28,326
-192
-0.7% -$10.7K ﹤0.01% 697
2024
Q2
$1.68M Sell
28,518
-1,353
-5% -$79.8K ﹤0.01% 548
2024
Q1
$2.05M Buy
29,871
+29,463
+7,221% +$2.02M ﹤0.01% 522
2023
Q4
$32K Buy
408
+246
+152% +$19.3K ﹤0.01% 1397
2023
Q3
$10K Sell
162
-6,228
-97% -$384K ﹤0.01% 1577
2023
Q2
$541K Buy
6,390
+187
+3% +$15.8K ﹤0.01% 788
2023
Q1
$691K Buy
6,203
+26
+0.4% +$2.9K ﹤0.01% 665
2022
Q4
$740K Sell
6,177
-252
-4% -$30.2K ﹤0.01% 637
2022
Q3
$644K Buy
6,429
+711
+12% +$71.2K ﹤0.01% 670
2022
Q2
$419K Buy
5,718
+4,243
+288% +$311K ﹤0.01% 748
2022
Q1
$183K Buy
1,475
+187
+15% +$23.2K ﹤0.01% 844
2021
Q4
$283K Sell
1,288
-70
-5% -$15.4K ﹤0.01% 760
2021
Q3
$283K Buy
1,358
+75
+6% +$15.6K ﹤0.01% 694
2021
Q2
$264K Sell
1,283
-139
-10% -$28.6K ﹤0.01% 726
2021
Q1
$286K Buy
1,422
+102
+8% +$20.5K ﹤0.01% 683
2020
Q4
$235K Buy
1,320
+169
+15% +$30.1K ﹤0.01% 711
2020
Q3
$140K Buy
1,151
+163
+16% +$19.8K ﹤0.01% 788
2020
Q2
$105K Buy
988
+325
+49% +$34.5K ﹤0.01% 1235
2020
Q1
$25K Buy
663
+443
+201% +$16.7K ﹤0.01% 1327
2019
Q4
$10K Buy
220
+40
+22% +$1.82K ﹤0.01% 1432
2019
Q3
$10K Buy
+180
New +$10K ﹤0.01% 1477
2019
Q2
Hold
0
1699
2016
Q1
Sell
-22,024
Closed -$182K 1529
2015
Q4
$182K Buy
+22,024
New +$182K ﹤0.01% 750