Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
98,538
+33,887
+52% +$42.7K ﹤0.01% 5183
2025
Q1
$55.6K Buy
64,651
+30,568
+90% +$26.3K ﹤0.01% 5331
2024
Q4
$46.4K Sell
34,083
-19,284
-36% -$26.2K ﹤0.01% 5475
2024
Q3
$63K Buy
53,367
+6,744
+14% +$7.96K ﹤0.01% 5054
2024
Q2
$68.5K Buy
46,623
+16,197
+53% +$23.8K ﹤0.01% 5082
2024
Q1
$60.9K Buy
+30,426
New +$60.9K ﹤0.01% 5265
2023
Q4
Sell
-15,143
Closed -$23.8K 6380
2023
Q3
$23.8K Buy
15,143
+9,826
+185% +$15.4K ﹤0.01% 5273
2023
Q2
$11.2K Buy
5,317
+2,742
+106% +$5.76K ﹤0.01% 5359
2023
Q1
$5.08K Sell
2,575
-36,826
-93% -$72.6K ﹤0.01% 5606
2022
Q4
$62.6K Buy
39,401
+34,933
+782% +$55.5K ﹤0.01% 5203
2022
Q3
$12K Sell
4,468
-712
-14% -$1.91K ﹤0.01% 5620
2022
Q2
$13K Buy
+5,180
New +$13K ﹤0.01% 5781
2022
Q1
Sell
-4,049
Closed -$42K 6822
2021
Q4
$42K Buy
+4,049
New +$42K ﹤0.01% 6200
2021
Q3
Hold
0
6837
2021
Q2
Hold
0
6811
2021
Q1
Hold
0
6622
2019
Q1
Sell
-3,633
Closed -$25K 4846
2018
Q4
$25K Buy
3,633
+156
+4% +$1.07K ﹤0.01% 4215
2018
Q3
$32K Buy
3,477
+101
+3% +$930 ﹤0.01% 4063
2018
Q2
$29K Buy
+3,376
New +$29K ﹤0.01% 3994