Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Buy
+104
New +$21.8K 0.01% 152
2024
Q4
Sell
-1,060
Closed -$201K 114
2024
Q3
$201K Sell
1,060
-343
-24% -$65.1K 0.08% 91
2024
Q2
$255K Buy
1,403
+123
+10% +$22.4K 0.07% 105
2024
Q1
$247K Buy
1,280
+232
+22% +$44.8K 0.06% 111
2023
Q4
$273K Hold
1,048
0.07% 112
2023
Q3
$201K Sell
1,048
-475
-31% -$91K 0.06% 117
2023
Q2
$322K Hold
1,523
0.06% 87
2023
Q1
$596K Sell
1,523
-1,605
-51% -$628K 0.13% 59
2022
Q4
$596K Sell
3,128
-160
-5% -$30.5K 0.09% 62
2022
Q3
$398K Buy
3,288
+561
+21% +$67.9K 0.13% 78
2022
Q2
$373K Sell
2,727
-470
-15% -$64.3K 0.11% 86
2022
Q1
$612K Buy
3,197
+285
+10% +$54.6K 0.18% 69
2021
Q4
$586K Buy
2,912
+453
+18% +$91.2K 0.18% 73
2021
Q3
$541K Sell
2,459
-445
-15% -$97.9K 0.17% 69
2021
Q2
$696K Buy
2,904
+56
+2% +$13.4K 0.21% 60
2021
Q1
$726K Buy
2,848
+1,174
+70% +$299K 0.25% 56
2020
Q4
$358K Buy
+1,674
New +$358K 0.12% 81
2020
Q1
Sell
-9,286
Closed -$3.03M 72
2019
Q4
$3.03M Buy
+9,286
New +$3.03M 1.3% 23