Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.7K Buy
6,422
+1,026
+19% +$11.1K ﹤0.01% 380
2025
Q1
$54.1K Buy
5,396
+3,564
+195% +$35.7K ﹤0.01% 404
2024
Q4
$18.1K Sell
1,832
-1,838
-50% -$18.2K ﹤0.01% 601
2024
Q3
$38.8K Sell
3,670
-2,266
-38% -$23.9K ﹤0.01% 457
2024
Q2
$74.4K Buy
5,936
+1,470
+33% +$18.4K ﹤0.01% 328
2024
Q1
$59.3K Buy
4,466
+46
+1% +$611 ﹤0.01% 355
2023
Q4
$53.9K Buy
4,420
+1,433
+48% +$17.5K ﹤0.01% 366
2023
Q3
$37.1K Buy
2,987
+6
+0.2% +$75 ﹤0.01% 391
2023
Q2
$45.1K Sell
2,981
-424
-12% -$6.42K ﹤0.01% 343
2023
Q1
$42.9K Buy
3,405
+210
+7% +$2.65K ﹤0.01% 337
2022
Q4
$37.2K Buy
3,195
+656
+26% +$7.63K ﹤0.01% 343
2022
Q3
$28K Sell
2,539
-9,871
-80% -$109K ﹤0.01% 383
2022
Q2
$138K Buy
12,410
+3,184
+35% +$35.4K 0.01% 187
2022
Q1
$156K Buy
9,226
+7,567
+456% +$128K 0.01% 176
2021
Q4
$34K Sell
1,659
-28
-2% -$574 ﹤0.01% 307
2021
Q3
$24K Buy
1,687
+303
+22% +$4.31K ﹤0.01% 332
2021
Q2
$21K Buy
1,384
+384
+38% +$5.83K ﹤0.01% 338
2021
Q1
$12K Buy
+1,000
New +$12K ﹤0.01% 389
2020
Q1
Sell
-4,300
Closed -$40K 435
2019
Q4
$40K Hold
4,300
0.01% 184
2019
Q3
$39K Hold
4,300
0.02% 169
2019
Q2
$43K Hold
4,300
0.03% 152
2019
Q1
$37K Hold
4,300
0.02% 156
2018
Q4
$32K Hold
4,300
0.02% 168
2018
Q3
$40K Buy
4,300
+1,853
+76% +$17.2K 0.02% 150
2018
Q2
$27K Sell
2,447
-553
-18% -$6.1K 0.02% 181
2018
Q1
$34K Hold
3,000
0.02% 162
2017
Q4
$37K Hold
3,000
0.02% 160
2017
Q3
$37K Buy
+3,000
New +$37K 0.03% 155