Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
504
﹤0.01% 915
2025
Q1
$21.3K Hold
504
﹤0.01% 839
2024
Q4
$24.5K Sell
504
-474
-48% -$23K ﹤0.01% 774
2024
Q3
$64.5K Hold
978
﹤0.01% 670
2024
Q2
$56.3K Hold
978
﹤0.01% 658
2024
Q1
$62.3K Sell
978
-94
-9% -$5.99K ﹤0.01% 625
2023
Q4
$67.6K Buy
1,072
+124
+13% +$7.82K ﹤0.01% 616
2023
Q3
$63.5K Sell
948
-3,440
-78% -$230K ﹤0.01% 684
2023
Q2
$458K Sell
4,388
-2,335
-35% -$244K 0.01% 392
2023
Q1
$821K Sell
6,723
-10,037
-60% -$1.23M 0.02% 312
2022
Q4
$2.09M Hold
16,760
0.04% 237
2022
Q3
$1.77M Buy
16,760
+37
+0.2% +$3.91K 0.04% 233
2022
Q2
$1.79M Sell
16,723
-291
-2% -$31.1K 0.04% 242
2022
Q1
$2.24M Buy
17,014
+504
+3% +$66.3K 0.04% 238
2021
Q4
$1.81M Buy
16,510
+1,990
+14% +$219K 0.03% 249
2021
Q3
$1.33M Buy
14,520
+3,672
+34% +$336K 0.03% 270
2021
Q2
$1.17M Sell
10,848
-47
-0.4% -$5.09K 0.02% 292
2021
Q1
$1.21M Hold
10,895
0.03% 287
2020
Q4
$1.25M Sell
10,895
-3
-0% -$345 0.03% 263
2020
Q3
$1.15M Sell
10,898
-34
-0.3% -$3.6K 0.03% 262
2020
Q2
$1.09M Buy
10,932
+6,295
+136% +$627K 0.03% 268
2020
Q1
$379K Buy
4,637
+113
+2% +$9.24K 0.01% 310
2019
Q4
$452K Buy
4,524
+274
+6% +$27.4K 0.01% 326
2019
Q3
$373K Sell
4,250
-6
-0.1% -$527 0.01% 340
2019
Q2
$353K Buy
4,256
+6
+0.1% +$498 0.01% 342
2019
Q1
$326K Sell
4,250
-650
-13% -$49.9K 0.01% 333
2018
Q4
$314K Buy
+4,900
New +$314K 0.01% 326