Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.3K Sell
1,715
-515
-23% -$15.4K ﹤0.01% 442
2025
Q1
$75.4K Sell
2,230
-1,453
-39% -$49.1K ﹤0.01% 337
2024
Q4
$109K Sell
3,683
-858
-19% -$25.4K 0.01% 304
2024
Q3
$143K Sell
4,541
-617
-12% -$19.4K 0.01% 259
2024
Q2
$186K Sell
5,158
-385
-7% -$13.9K 0.01% 217
2024
Q1
$209K Buy
5,543
+3,964
+251% +$149K 0.01% 199
2023
Q4
$55.9K Sell
1,579
-619
-28% -$21.9K ﹤0.01% 357
2023
Q3
$85.1K Buy
2,198
+1
+0% +$39 0.01% 266
2023
Q2
$77.5K Buy
2,197
+122
+6% +$4.31K ﹤0.01% 270
2023
Q1
$78.7K Buy
2,075
+151
+8% +$5.73K 0.01% 254
2022
Q4
$67.2K Sell
1,924
-255
-12% -$8.91K ﹤0.01% 270
2022
Q3
$62K Buy
2,179
+2
+0.1% +$57 0.01% 274
2022
Q2
$62K Sell
2,177
-1,674
-43% -$47.7K 0.01% 260
2022
Q1
$113K Buy
3,851
+1,405
+57% +$41.2K 0.01% 194
2021
Q4
$65K Sell
2,446
-1,603
-40% -$42.6K 0.01% 237
2021
Q3
$111K Buy
4,049
+2
+0% +$55 0.01% 179
2021
Q2
$107K Buy
4,047
+2,001
+98% +$52.9K 0.01% 174
2021
Q1
$50K Buy
2,046
+1,801
+735% +$44K 0.01% 230
2020
Q4
$5K Buy
245
+2
+0.8% +$41 ﹤0.01% 371
2020
Q3
$4K Buy
243
+117
+93% +$1.93K ﹤0.01% 365
2020
Q2
$3K Buy
+126
New +$3K ﹤0.01% 362
2020
Q1
Sell
-2,899
Closed -$109K 425
2019
Q4
$109K Hold
2,899
0.03% 136
2019
Q3
$110K Buy
2,899
+2,798
+2,770% +$106K 0.05% 117
2019
Q2
$4K Buy
+101
New +$4K ﹤0.01% 287
2019
Q1
Sell
-139
Closed -$5K 347
2018
Q4
$5K Sell
139
-2
-1% -$72 ﹤0.01% 276
2018
Q3
$6K Sell
141
-2
-1% -$85 ﹤0.01% 255
2018
Q2
$6K Sell
143
-2
-1% -$84 ﹤0.01% 268
2018
Q1
$6K Buy
+145
New +$6K ﹤0.01% 265