Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Hold
675
0.01% 176
2025
Q1
$42.8K Buy
+675
New +$42.8K 0.01% 158
2024
Q4
Sell
-1,950
Closed -$172K 152
2024
Q3
$172K Sell
1,950
-1,025
-34% -$90.6K 0.07% 84
2024
Q2
$224K Sell
2,975
-1,025
-26% -$77.3K 0.1% 80
2024
Q1
$376K Buy
4,000
+2,627
+191% +$247K 0.17% 62
2023
Q4
$149K Sell
1,373
-1,345
-49% -$146K 0.14% 76
2023
Q3
$553K Sell
2,718
-3,761
-58% -$766K 0.29% 52
2023
Q2
$715K Sell
6,479
-125
-2% -$13.8K 0.36% 53
2023
Q1
$810K Sell
6,604
-500
-7% -$61.3K 0.43% 49
2022
Q4
$831K Sell
7,104
-2,173
-23% -$254K 0.49% 46
2022
Q3
$771K Sell
9,277
-1,029
-10% -$85.5K 0.48% 51
2022
Q2
$1.05M Sell
10,306
-151
-1% -$15.4K 0.54% 48
2022
Q1
$1.43M Sell
10,457
-229
-2% -$31.4K 0.65% 44
2021
Q4
$1.78M Sell
10,686
-99
-0.9% -$16.5K 0.7% 46
2021
Q3
$1.57M Sell
10,785
-350
-3% -$50.8K 0.67% 47
2021
Q2
$1.72M Buy
11,135
+126
+1% +$19.5K 0.76% 42
2021
Q1
$1.46M Buy
11,009
+111
+1% +$14.8K 0.73% 44
2020
Q4
$1.54M Sell
10,898
-224
-2% -$31.7K 0.86% 39
2020
Q3
$1.4M Sell
11,122
-325
-3% -$40.8K 0.94% 37
2020
Q2
$1.12M Sell
11,447
-444
-4% -$43.5K 1.13% 36
2020
Q1
$984K Buy
11,891
+331
+3% +$27.4K 1.07% 37
2019
Q4
$1.17M Buy
11,560
+1,910
+20% +$193K 1.04% 37
2019
Q3
$906K Buy
9,650
+415
+4% +$39K 0.91% 43
2019
Q2
$775K Buy
9,235
+1,635
+22% +$137K 0.81% 51
2019
Q1
$640K Sell
7,600
-575
-7% -$48.4K 0.69% 59
2018
Q4
$606K Buy
+8,175
New +$606K 0.75% 55