Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
15
+1
+7% +$7.4K ﹤0.01% 874
2025
Q1
$101K Sell
14
-7
-33% -$50.5K ﹤0.01% 900
2024
Q4
$172K Buy
21
+4
+24% +$32.8K ﹤0.01% 779
2024
Q3
$167K Buy
17
+3
+21% +$29.5K ﹤0.01% 709
2024
Q2
$106K Sell
14
-15
-52% -$114K ﹤0.01% 794
2024
Q1
$235K Sell
29
-5
-15% -$40.5K ﹤0.01% 646
2023
Q4
$238K Sell
34
-28
-45% -$196K ﹤0.01% 581
2023
Q3
$370K Buy
62
+52
+520% +$310K ﹤0.01% 488
2023
Q2
$64K Buy
10
+2
+25% +$12.8K ﹤0.01% 893
2023
Q1
$45K Buy
8
+3
+60% +$16.9K ﹤0.01% 922
2022
Q4
$23K Buy
5
+3
+150% +$13.8K ﹤0.01% 1063
2022
Q3
$8K Buy
+2
New +$8K ﹤0.01% 1134
2022
Q2
Sell
-36
Closed -$161K 1357
2022
Q1
$161K Buy
+36
New +$161K ﹤0.01% 764
2020
Q2
Sell
-133
Closed -$342K 657
2020
Q1
$342K Sell
133
-9
-6% -$23.1K ﹤0.01% 433
2019
Q4
$541K Sell
142
-19
-12% -$72.4K ﹤0.01% 432
2019
Q3
$598K Buy
+161
New +$598K ﹤0.01% 422