Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
30,968
-6,029
-16% -$64.9K ﹤0.01% 771
2025
Q1
$409K Buy
36,997
+17,834
+93% +$197K ﹤0.01% 641
2024
Q4
$242K Buy
19,163
+2,410
+14% +$30.4K ﹤0.01% 836
2024
Q3
$145K Buy
16,753
+10,000
+148% +$86.4K ﹤0.01% 779
2024
Q2
$55.5K Buy
6,753
+6,300
+1,391% +$51.8K ﹤0.01% 970
2024
Q1
$4.05K Sell
453
-6,000
-93% -$53.6K ﹤0.01% 1426
2023
Q4
$61.2K Buy
6,453
+1,515
+31% +$14.4K ﹤0.01% 1031
2023
Q3
$32.7K Buy
4,938
+2,502
+103% +$16.6K ﹤0.01% 1177
2023
Q2
$18.6K Buy
+2,436
New +$18.6K ﹤0.01% 1213
2023
Q1
Hold
0
2135
2022
Q4
Sell
-20,660
Closed -$109K 2203
2022
Q3
$109K Buy
20,660
+20,642
+114,678% +$109K ﹤0.01% 993
2022
Q2
$0 Hold
18
﹤0.01% 2256
2022
Q1
$0 Sell
18
-2,270
-99% ﹤0.01% 2280
2021
Q4
$10K Buy
+2,288
New +$10K ﹤0.01% 1883
2021
Q3
Hold
0
2288
2021
Q2
Hold
0
2216
2020
Q2
Sell
-8,629
Closed -$29K 1571
2020
Q1
$29K Sell
8,629
-3,765
-30% -$12.7K ﹤0.01% 928
2019
Q4
$85K Buy
12,394
+620
+5% +$4.25K ﹤0.01% 828
2019
Q3
$66K Buy
+11,774
New +$66K ﹤0.01% 825
2016
Q4
Hold
0
1368
2016
Q3
Hold
0
1280
2016
Q2
Sell
-5,169
Closed -$54K 1273
2016
Q1
$54K Buy
+5,169
New +$54K ﹤0.01% 711