Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.2K Sell
819
-422
-34% -$30K 0.01% 298
2025
Q1
$78.8K Buy
1,241
+293
+31% +$18.6K 0.02% 230
2024
Q4
$71.7K Sell
948
-29
-3% -$2.2K 0.02% 231
2024
Q3
$86.4K Sell
977
-272
-22% -$24K 0.02% 200
2024
Q2
$94.1K Sell
1,249
-33
-3% -$2.49K 0.02% 190
2024
Q1
$121K Sell
1,282
-3,187
-71% -$300K 0.03% 170
2023
Q4
$485K Buy
4,469
+3,842
+613% +$417K 0.13% 96
2023
Q3
$60K Buy
627
+292
+87% +$27.9K 0.02% 208
2023
Q2
$37K Hold
335
0.01% 227
2023
Q1
$41.1K Buy
335
+34
+11% +$4.17K 0.01% 223
2022
Q4
$35K Buy
301
+136
+82% +$15.8K 0.01% 247
2022
Q3
$14K Buy
+165
New +$14K ﹤0.01% 276
2019
Q1
Sell
-230
Closed -$17K 222
2018
Q4
$17K Buy
+230
New +$17K 0.02% 173
2018
Q3
Sell
-715
Closed -$57K 208
2018
Q2
$57K Buy
+715
New +$57K 0.05% 133
2018
Q1
Sell
-388
Closed -$24K 169
2017
Q4
$24K Sell
388
-1,920
-83% -$119K 0.02% 162
2017
Q3
$120K Hold
2,308
0.09% 132
2017
Q2
$136K Buy
+2,308
New +$136K 0.11% 116