Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,796
Closed -$43.6K 3726
2025
Q1
$43.6K Buy
19,796
+12,540
+173% +$27.6K ﹤0.01% 3367
2024
Q4
$58.1K Hold
7,256
﹤0.01% 3348
2024
Q3
$59.2K Hold
7,256
﹤0.01% 3288
2024
Q2
$67.6K Sell
7,256
-2,222
-23% -$20.7K ﹤0.01% 3213
2024
Q1
$117K Sell
9,478
-386
-4% -$4.78K ﹤0.01% 3055
2023
Q4
$107K Hold
9,864
﹤0.01% 3143
2023
Q3
$78.9K Hold
9,864
﹤0.01% 3239
2023
Q2
$94.6K Sell
9,864
-4,481
-31% -$43K ﹤0.01% 3292
2023
Q1
$172K Buy
14,345
+4,053
+39% +$48.6K ﹤0.01% 3076
2022
Q4
$143K Buy
10,292
+146
+1% +$2.03K ﹤0.01% 3141
2022
Q3
$92K Sell
10,146
-3,835
-27% -$34.8K ﹤0.01% 3336
2022
Q2
$111K Buy
13,981
+1,473
+12% +$11.7K ﹤0.01% 3456
2022
Q1
$78K Sell
12,508
-1,386
-10% -$8.64K ﹤0.01% 3617
2021
Q4
$126K Buy
13,894
+696
+5% +$6.31K ﹤0.01% 3552
2021
Q3
$136K Sell
13,198
-10,129
-43% -$104K ﹤0.01% 3708
2021
Q2
$330K Buy
23,327
+9,075
+64% +$128K ﹤0.01% 3459
2021
Q1
$198K Sell
14,252
-4,327
-23% -$60.1K ﹤0.01% 3602
2020
Q4
$228K Buy
18,579
+7,658
+70% +$94K ﹤0.01% 3352
2020
Q3
$174K Buy
10,921
+1,921
+21% +$30.6K ﹤0.01% 3255
2020
Q2
$204K Buy
9,000
+2,917
+48% +$66.1K ﹤0.01% 3093
2020
Q1
$61K Sell
6,083
-22,971
-79% -$230K ﹤0.01% 3390
2019
Q4
$206K Buy
29,054
+23,939
+468% +$170K ﹤0.01% 3164
2019
Q3
$43K Sell
5,115
-9,027
-64% -$75.9K ﹤0.01% 3888
2019
Q2
$115K Buy
14,142
+1,965
+16% +$16K ﹤0.01% 4015
2019
Q1
$49K Buy
+12,177
New +$49K ﹤0.01% 4354