Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.3K Sell
1,100
-900
-45% -$14.2K ﹤0.01% 2096
2025
Q1
$23.7K Buy
2,000
+1,050
+111% +$12.5K ﹤0.01% 2252
2024
Q4
$12.3K Sell
950
-1,246
-57% -$16.1K ﹤0.01% 1968
2024
Q3
$28K Buy
2,196
+50
+2% +$638 ﹤0.01% 1423
2024
Q2
$30.3K Hold
2,146
﹤0.01% 1235
2024
Q1
$41.5K Sell
2,146
-378
-15% -$7.31K ﹤0.01% 1133
2023
Q4
$37.8K Hold
2,524
﹤0.01% 1154
2023
Q3
$26.6K Hold
2,524
﹤0.01% 1282
2023
Q2
$24.2K Hold
2,524
﹤0.01% 1309
2023
Q1
$23.4K Buy
2,524
+270
+12% +$2.5K ﹤0.01% 1294
2022
Q4
$24.8K Sell
2,254
-7,146
-76% -$78.7K ﹤0.01% 1266
2022
Q3
$123K Sell
9,400
-3,008
-24% -$39.4K 0.01% 741
2022
Q2
$167K Sell
12,408
-895
-7% -$12K 0.01% 814
2022
Q1
$510K Buy
13,303
+530
+4% +$20.3K 0.02% 527
2021
Q4
$545K Buy
12,773
+866
+7% +$37K 0.02% 553
2021
Q3
$660K Sell
11,907
-1,360
-10% -$75.4K 0.03% 501
2021
Q2
$833K Sell
13,267
-595
-4% -$37.4K 0.03% 418
2021
Q1
$771K Sell
13,862
-3,658
-21% -$203K 0.02% 509
2020
Q4
$1.11M Sell
17,520
-2,172
-11% -$138K 0.04% 324
2020
Q3
$543K Sell
19,692
-11
-0.1% -$303 0.03% 409
2020
Q2
$635K Buy
19,703
+644
+3% +$20.8K 0.04% 365
2020
Q1
$526K Buy
19,059
+7,082
+59% +$195K 0.04% 370
2019
Q4
$549K Buy
11,977
+74
+0.6% +$3.39K 0.03% 417
2019
Q3
$492K Buy
11,903
+8,609
+261% +$356K 0.03% 410
2019
Q2
$217K Buy
+3,294
New +$217K 0.01% 644