Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,080
Closed -$225K 594
2025
Q1
$225K Buy
3,080
+65
+2% +$4.76K 0.01% 397
2024
Q4
$226K Sell
3,015
-19
-0.6% -$1.43K 0.01% 393
2024
Q3
$240K Buy
+3,034
New +$240K 0.01% 370
2024
Q2
Sell
-3,363
Closed -$289K 202
2024
Q1
$289K Buy
+3,363
New +$289K 0.01% 328
2023
Q4
Sell
-3,813
Closed -$283K 185
2023
Q3
$283K Buy
3,813
+77
+2% +$5.71K 0.01% 305
2023
Q2
$279K Buy
+3,736
New +$279K 0.01% 298
2022
Q4
Sell
-2,603
Closed -$152K 668
2022
Q3
$152K Buy
2,603
+56
+2% +$3.27K 0.01% 362
2022
Q2
$139K Sell
2,547
-24
-0.9% -$1.31K 0.01% 370
2022
Q1
$157K Buy
2,571
+24
+0.9% +$1.47K 0.01% 383
2021
Q4
$194K Hold
2,547
0.01% 368
2021
Q3
$179K Sell
2,547
-5
-0.2% -$351 0.01% 353
2021
Q2
$178K Buy
2,552
+2,400
+1,579% +$167K 0.01% 370
2021
Q1
$11K Buy
152
+22
+17% +$1.59K ﹤0.01% 673
2020
Q4
$9K Sell
130
-25
-16% -$1.73K ﹤0.01% 608
2020
Q3
$10K Sell
155
-6
-4% -$387 ﹤0.01% 562
2020
Q2
$9K Sell
161
-29
-15% -$1.62K ﹤0.01% 564
2020
Q1
$8.78K Sell
190
-54
-22% -$2.5K ﹤0.01% 523
2019
Q4
$15.6K Sell
244
-9
-4% -$575 ﹤0.01% 650
2019
Q3
$14.5K Buy
+253
New +$14.5K ﹤0.01% 743