Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6K Hold
588
﹤0.01% 796
2025
Q1
$19.9K Hold
588
﹤0.01% 767
2024
Q4
$17.4K Hold
588
﹤0.01% 765
2024
Q3
$18.5K Sell
588
-1,114
-65% -$35K ﹤0.01% 755
2024
Q2
$61.4K Sell
1,702
-16
-0.9% -$578 0.01% 543
2024
Q1
$64.7K Buy
1,718
+130
+8% +$4.9K 0.01% 531
2023
Q4
$56.2K Buy
1,588
+1,060
+201% +$37.5K 0.01% 546
2023
Q3
$20.4K Sell
528
-9,585
-95% -$371K ﹤0.01% 691
2023
Q2
$357K Buy
10,113
+328
+3% +$11.6K 0.05% 265
2023
Q1
$371K Buy
9,785
+60
+0.6% +$2.28K 0.06% 254
2022
Q4
$340K Sell
9,725
-404
-4% -$14.1K 0.05% 262
2022
Q3
$289K Hold
10,129
0.05% 274
2022
Q2
$287K Buy
10,129
+1,591
+19% +$45.1K 0.05% 279
2022
Q1
$251K Hold
8,538
0.03% 327
2021
Q4
$227K Hold
8,538
0.03% 353
2021
Q3
$233K Buy
8,538
+565
+7% +$15.4K 0.03% 335
2021
Q2
$211K Buy
7,973
+1,000
+14% +$26.5K 0.03% 360
2021
Q1
$170K Buy
6,973
+6,445
+1,221% +$157K 0.03% 366
2020
Q4
$11K Sell
528
-2,210
-81% -$46K ﹤0.01% 906
2020
Q3
$48K Sell
2,738
-1,839
-40% -$32.2K 0.01% 499
2020
Q2
$107K Sell
4,577
-4,380
-49% -$102K 0.02% 339
2020
Q1
$218K Buy
8,957
+699
+8% +$17K 0.06% 221
2019
Q4
$312K Buy
+8,258
New +$312K 0.07% 197