Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.8K Hold
250
0.01% 380
2025
Q1
$60.8K Sell
250
-40
-14% -$9.74K 0.01% 359
2024
Q4
$81.7K Sell
290
-735
-72% -$207K 0.01% 334
2024
Q3
$281K Buy
1,025
+261
+34% +$71.4K 0.03% 213
2024
Q2
$229K Sell
764
-113
-13% -$33.9K 0.03% 216
2024
Q1
$254K Hold
877
0.03% 212
2023
Q4
$222K Sell
877
-50
-5% -$12.7K 0.03% 227
2023
Q3
$246K Buy
+927
New +$246K 0.04% 211
2022
Q1
Sell
-4,263
Closed -$1.1M 213
2021
Q4
$1.1M Buy
+4,263
New +$1.1M 0.15% 132
2021
Q2
Sell
-3,371
Closed -$957K 157
2021
Q1
$957K Buy
3,371
+425
+14% +$121K 0.16% 128
2020
Q4
$765K Buy
2,946
+90
+3% +$23.4K 0.13% 140
2020
Q3
$718K Buy
+2,856
New +$718K 0.13% 129
2018
Q4
Sell
-1,190
Closed -$287K 105
2018
Q3
$287K Buy
1,190
+170
+17% +$41K 0.12% 116
2018
Q2
$232K Buy
+1,020
New +$232K 0.1% 124
2018
Q1
Sell
-855
Closed -$213K 155
2017
Q4
$213K Buy
+855
New +$213K 0.09% 138