Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
4,585
-611
-12% -$17.1K ﹤0.01% 3153
2025
Q1
$143K Sell
5,196
-60
-1% -$1.65K ﹤0.01% 3067
2024
Q4
$176K Buy
5,256
+1,577
+43% +$53K ﹤0.01% 3088
2024
Q3
$116K Sell
3,679
-307
-8% -$9.7K ﹤0.01% 3123
2024
Q2
$125K Buy
3,986
+493
+14% +$15.5K ﹤0.01% 3004
2024
Q1
$131K Sell
3,493
-820
-19% -$30.7K ﹤0.01% 3001
2023
Q4
$145K Hold
4,313
﹤0.01% 2990
2023
Q3
$137K Hold
4,313
﹤0.01% 2986
2023
Q2
$130K Sell
4,313
-1,083
-20% -$32.6K ﹤0.01% 3127
2023
Q1
$134K Sell
5,396
-1,142
-17% -$28.3K ﹤0.01% 3191
2022
Q4
$173K Buy
+6,538
New +$173K ﹤0.01% 3047
2022
Q3
Sell
-2,346
Closed -$73K 3881
2022
Q2
$73K Sell
2,346
-42,516
-95% -$1.32M ﹤0.01% 3614
2022
Q1
$1.84M Sell
44,862
-11,488
-20% -$471K ﹤0.01% 1950
2021
Q4
$3.09M Sell
56,350
-19,381
-26% -$1.06M ﹤0.01% 1711
2021
Q3
$5.38M Buy
75,731
+69,134
+1,048% +$4.91M ﹤0.01% 1462
2021
Q2
$395K Buy
6,597
+2,320
+54% +$139K ﹤0.01% 3358
2021
Q1
$285K Sell
4,277
-1,335
-24% -$89K ﹤0.01% 3416
2020
Q4
$406K Buy
5,612
+516
+10% +$37.3K ﹤0.01% 3021
2020
Q3
$406K Buy
+5,096
New +$406K ﹤0.01% 2755