Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.5K Sell
1,060
-261
-20% -$16.6K ﹤0.01% 3890
2025
Q1
$79.9K Sell
1,321
-27
-2% -$1.63K ﹤0.01% 3946
2024
Q4
$85.1K Buy
1,348
+362
+37% +$22.8K ﹤0.01% 4075
2024
Q3
$58.5K Sell
986
-85
-8% -$5.04K ﹤0.01% 4198
2024
Q2
$86.5K Buy
1,071
+346
+48% +$27.9K ﹤0.01% 3556
2024
Q1
$55K Sell
725
-793
-52% -$60.2K ﹤0.01% 3838
2023
Q4
$106K Sell
1,518
-120
-7% -$8.35K ﹤0.01% 3441
2023
Q3
$113K Sell
1,638
-163
-9% -$11.2K ﹤0.01% 3204
2023
Q2
$126K Buy
1,801
+803
+80% +$56.4K ﹤0.01% 3461
2023
Q1
$57.7K Sell
998
-38
-4% -$2.2K ﹤0.01% 3587
2022
Q4
$41.8K Sell
1,036
-841
-45% -$33.9K ﹤0.01% 3643
2022
Q3
$88K Sell
1,877
-3,259
-63% -$153K ﹤0.01% 3446
2022
Q2
$262K Buy
5,136
+2,560
+99% +$131K ﹤0.01% 3036
2022
Q1
$130K Buy
2,576
+1,794
+229% +$90.5K ﹤0.01% 3610
2021
Q4
$53K Sell
782
-3,883
-83% -$263K ﹤0.01% 4265
2021
Q3
$422K Sell
4,665
-6,477
-58% -$586K ﹤0.01% 2997
2021
Q2
$1.21M Buy
11,142
+10,625
+2,055% +$1.15M ﹤0.01% 2483
2021
Q1
$59K Buy
517
+51
+11% +$5.82K ﹤0.01% 3953
2020
Q4
$84K Buy
+466
New +$84K ﹤0.01% 3784
2015
Q4
Sell
-372
Closed -$1K 5489
2015
Q3
$1K Buy
+372
New +$1K ﹤0.01% 5020