Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$118 4531
2025
Q1
$118 Sell
15
-50
-77% -$393 ﹤0.01% 3805
2024
Q4
$510 Buy
65
+25
+63% +$196 ﹤0.01% 3410
2024
Q3
$126 Hold
40
﹤0.01% 3228
2024
Q2
$113 Hold
40
﹤0.01% 3164
2024
Q1
$630 Sell
40
-100
-71% -$1.58K ﹤0.01% 2944
2023
Q4
$2.75K Sell
140
-27
-16% -$531 ﹤0.01% 2595
2023
Q3
$3.4K Buy
167
+12
+8% +$244 ﹤0.01% 2657
2023
Q2
$4.53K Buy
155
+100
+182% +$2.92K ﹤0.01% 2577
2023
Q1
$1.4K Sell
55
-560
-91% -$14.3K ﹤0.01% 3000
2022
Q4
$23K Sell
615
-281
-31% -$10.5K ﹤0.01% 2773
2022
Q3
$33K Buy
896
+432
+93% +$15.9K ﹤0.01% 2688
2022
Q2
$21K Hold
464
﹤0.01% 2789
2022
Q1
$21K Buy
464
+59
+15% +$2.67K ﹤0.01% 2789
2021
Q4
$31K Sell
405
-36
-8% -$2.76K ﹤0.01% 1718
2021
Q3
$42K Sell
441
-12
-3% -$1.14K ﹤0.01% 1607
2021
Q2
$48K Sell
453
-186
-29% -$19.7K ﹤0.01% 1540
2021
Q1
$56K Sell
639
-2,911
-82% -$255K ﹤0.01% 1416
2020
Q4
$357K Sell
3,550
-2,361
-40% -$237K 0.01% 601
2020
Q3
$289K Sell
5,911
-762
-11% -$37.3K 0.02% 584
2020
Q2
$256K Buy
6,673
+1,629
+32% +$62.5K 0.02% 582
2020
Q1
$94K Buy
5,044
+4,963
+6,127% +$92.5K 0.01% 844
2019
Q4
$2K Buy
+81
New +$2K ﹤0.01% 2483