Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
15,606
-775
-5% -$72.3K 0.01% 384
2025
Q1
$1.19M Buy
16,381
+8,702
+113% +$634K 0.01% 412
2024
Q4
$463K Sell
7,679
-58
-0.7% -$3.5K ﹤0.01% 527
2024
Q3
$582K Buy
7,737
+1,326
+21% +$99.7K ﹤0.01% 487
2024
Q2
$466K Buy
6,411
+730
+13% +$53.1K ﹤0.01% 514
2024
Q1
$437K Buy
5,681
+1,546
+37% +$119K ﹤0.01% 519
2023
Q4
$255K Sell
4,135
-617
-13% -$38K ﹤0.01% 606
2023
Q3
$219K Buy
4,752
+294
+7% +$13.5K ﹤0.01% 624
2023
Q2
$192K Buy
4,458
+2,091
+88% +$90.3K ﹤0.01% 676
2023
Q1
$75K Sell
2,367
-834
-26% -$26.4K ﹤0.01% 877
2022
Q4
$79.2K Buy
3,201
+1,756
+122% +$43.4K ﹤0.01% 848
2022
Q3
$38K Hold
1,445
﹤0.01% 1070
2022
Q2
$30K Buy
1,445
+930
+181% +$19.3K ﹤0.01% 1181
2022
Q1
$18K Buy
515
+70
+16% +$2.45K ﹤0.01% 1410
2021
Q4
$19K Sell
445
-67
-13% -$2.86K ﹤0.01% 1393
2021
Q3
$23K Buy
512
+12
+2% +$539 ﹤0.01% 1209
2021
Q2
$25K Buy
+500
New +$25K ﹤0.01% 1154
2019
Q4
Sell
-125
Closed -$4K 1990
2019
Q3
$4K Buy
+125
New +$4K ﹤0.01% 1400