Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.6K Buy
+61
New +$54.6K ﹤0.01% 445
2024
Q2
Sell
-222
Closed -$155K 683
2024
Q1
$155K Buy
222
+29
+15% +$20.3K ﹤0.01% 445
2023
Q4
$112K Sell
193
-59
-23% -$34.3K ﹤0.01% 485
2023
Q3
$116K Sell
252
-18
-7% -$8.26K ﹤0.01% 471
2023
Q2
$131K Buy
270
+54
+25% +$26.2K ﹤0.01% 466
2023
Q1
$86.2K Sell
216
-343
-61% -$137K ﹤0.01% 531
2022
Q4
$211K Sell
559
-166
-23% -$62.6K ﹤0.01% 463
2022
Q3
$220K Sell
725
-3,199
-82% -$971K 0.01% 446
2022
Q2
$1.25M Buy
3,924
+202
+5% +$64.5K 0.03% 318
2022
Q1
$1.36M Buy
3,722
+3,584
+2,597% +$1.31M 0.03% 310
2021
Q4
$59K Buy
+138
New +$59K ﹤0.01% 691
2018
Q3
Sell
-657
Closed -$67K 747
2018
Q2
$67K Hold
657
﹤0.01% 573
2018
Q1
$72K Sell
657
-1,949
-75% -$214K ﹤0.01% 581
2017
Q4
$274K Buy
2,606
+1,655
+174% +$174K 0.01% 439
2017
Q3
$101K Buy
951
+513
+117% +$54.5K ﹤0.01% 574
2017
Q2
$40K Buy
438
+138
+46% +$12.6K ﹤0.01% 660
2017
Q1
$29K Buy
+300
New +$29K ﹤0.01% 688