Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.12K Buy
582
+321
+123% +$3.38K ﹤0.01% 1250
2025
Q1
$3.24K Sell
261
-365
-58% -$4.53K ﹤0.01% 1206
2024
Q4
$8.06K Buy
626
+56
+10% +$721 ﹤0.01% 1157
2024
Q3
$11.4K Buy
+570
New +$11.4K ﹤0.01% 1028
2023
Q4
Sell
-15,017
Closed -$228K 1151
2023
Q3
$228K Sell
15,017
-5,188
-26% -$78.9K ﹤0.01% 459
2023
Q2
$419K Hold
20,205
﹤0.01% 349
2023
Q1
$487K Sell
20,205
-1,823
-8% -$43.9K ﹤0.01% 344
2022
Q4
$634K Buy
22,028
+1,707
+8% +$49.1K 0.01% 283
2022
Q3
$459K Sell
20,321
-16
-0.1% -$361 ﹤0.01% 320
2022
Q2
$427K Buy
20,337
+214
+1% +$4.49K ﹤0.01% 341
2022
Q1
$518K Buy
20,123
+18,867
+1,502% +$486K ﹤0.01% 337
2021
Q4
$31 Hold
1,256
﹤0.01% 776
2021
Q3
$29 Hold
1,256
﹤0.01% 758
2021
Q2
$33 Buy
1,256
+33
+3% +$1 ﹤0.01% 735
2021
Q1
$33 Buy
1,223
+1,183
+2,958% +$32 ﹤0.01% 705
2020
Q4
$1K Hold
40
﹤0.01% 1044
2020
Q3
$1K Hold
40
﹤0.01% 917
2020
Q2
$1K Sell
40
-856
-96% -$21.4K ﹤0.01% 928
2020
Q1
$12K Sell
896
-399
-31% -$5.34K ﹤0.01% 681
2019
Q4
$26K Hold
1,295
﹤0.01% 760
2019
Q3
$21K Buy
1,295
+53
+4% +$859 ﹤0.01% 786
2019
Q2
$21K Buy
1,242
+745
+150% +$12.6K ﹤0.01% 730
2019
Q1
$9K Buy
497
+32
+7% +$579 ﹤0.01% 850
2018
Q4
$7K Hold
465
﹤0.01% 725
2018
Q3
$7K Hold
465
﹤0.01% 713
2018
Q2
$6K Buy
+465
New +$6K ﹤0.01% 717
2018
Q1
Sell
-868
Closed -$9K 798
2017
Q4
$9K Buy
+868
New +$9K ﹤0.01% 766