Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Buy
379
+127
+50% +$44.6K ﹤0.01% 818
2025
Q1
$80K Sell
252
-11
-4% -$3.49K ﹤0.01% 959
2024
Q4
$89K Buy
263
+9
+4% +$3.05K ﹤0.01% 954
2024
Q3
$81K Sell
254
-6
-2% -$1.91K ﹤0.01% 896
2024
Q2
$84K Sell
260
-21
-7% -$6.79K ﹤0.01% 864
2024
Q1
$98K Buy
281
+40
+17% +$14K ﹤0.01% 893
2023
Q4
$87K Sell
241
-11
-4% -$3.97K ﹤0.01% 861
2023
Q3
$75K Buy
252
+10
+4% +$2.98K ﹤0.01% 877
2023
Q2
$80K Buy
242
+13
+6% +$4.3K ﹤0.01% 828
2023
Q1
$76K Sell
229
-10
-4% -$3.32K ﹤0.01% 795
2022
Q4
$58K Buy
239
+126
+112% +$30.6K ﹤0.01% 883
2022
Q3
$25K Buy
113
+102
+927% +$22.6K ﹤0.01% 980
2022
Q2
$3K Hold
11
﹤0.01% 1112
2022
Q1
$3K Sell
11
-209
-95% -$57K ﹤0.01% 1168
2021
Q4
$88K Sell
220
-26
-11% -$10.4K ﹤0.01% 930
2021
Q3
$84K Buy
246
+9
+4% +$3.07K ﹤0.01% 888
2021
Q2
$82K Sell
237
-1,498
-86% -$518K ﹤0.01% 906
2021
Q1
$589K Sell
1,735
-456
-21% -$155K ﹤0.01% 503
2020
Q4
$797K Buy
2,191
+216
+11% +$78.6K ﹤0.01% 409
2020
Q3
$646K Buy
1,975
+725
+58% +$237K ﹤0.01% 384
2020
Q2
$365K Buy
+1,250
New +$365K ﹤0.01% 431
2020
Q1
Sell
-1,561
Closed -$402K 566
2019
Q4
$402K Buy
+1,561
New +$402K ﹤0.01% 511
2019
Q2
Sell
-126
Closed -$23K 306
2019
Q1
$23K Sell
126
-20
-14% -$3.65K ﹤0.01% 316
2018
Q4
$21K Buy
+146
New +$21K ﹤0.01% 316