Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
2,783
-667
-19% -$27.3K ﹤0.01% 867
2025
Q1
$156K Buy
3,450
+65
+2% +$2.94K ﹤0.01% 787
2024
Q4
$147K Sell
3,385
-498
-13% -$21.6K ﹤0.01% 818
2024
Q3
$176K Sell
3,883
-302
-7% -$13.7K ﹤0.01% 689
2024
Q2
$172K Buy
4,185
+311
+8% +$12.8K ﹤0.01% 674
2024
Q1
$145K Buy
3,874
+643
+20% +$24.1K ﹤0.01% 786
2023
Q4
$124K Buy
3,231
+632
+24% +$24.3K ﹤0.01% 785
2023
Q3
$93K Buy
2,599
+37
+1% +$1.32K ﹤0.01% 836
2023
Q2
$110K Buy
2,562
+48
+2% +$2.06K ﹤0.01% 767
2023
Q1
$103K Buy
2,514
+80
+3% +$3.28K ﹤0.01% 737
2022
Q4
$94K Buy
2,434
+2,012
+477% +$77.7K ﹤0.01% 766
2022
Q3
$18K Buy
422
+382
+955% +$16.3K ﹤0.01% 1041
2022
Q2
$2K Buy
40
+24
+150% +$1.2K ﹤0.01% 1172
2022
Q1
$1K Hold
16
﹤0.01% 1272
2021
Q4
$1K Sell
16
-2,619
-99% -$164K ﹤0.01% 1245
2021
Q3
$140K Buy
2,635
+171
+7% +$9.09K ﹤0.01% 792
2021
Q2
$121K Sell
2,464
-15,620
-86% -$767K ﹤0.01% 832
2021
Q1
$793K Buy
18,084
+16,565
+1,091% +$726K ﹤0.01% 425
2020
Q4
$58K Buy
+1,519
New +$58K ﹤0.01% 818
2020
Q2
Sell
-33,807
Closed -$1.24M 679
2020
Q1
$1.24M Sell
33,807
-4,037
-11% -$147K 0.01% 335
2019
Q4
$1.77M Sell
37,844
-1,824
-5% -$85.2K 0.01% 331
2019
Q3
$1.92M Buy
+39,668
New +$1.92M 0.01% 333