Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.5K Sell
124,362
-11,161
-8% -$4.63K ﹤0.01% 2031
2025
Q1
$89.1K Buy
135,523
+2,000
+1% +$1.32K ﹤0.01% 1589
2024
Q4
$178K Buy
133,523
+69,184
+108% +$92K 0.01% 1179
2024
Q3
$113K Buy
64,339
+62,298
+3,052% +$110K ﹤0.01% 1341
2024
Q2
$3.39K Hold
2,041
﹤0.01% 2688
2024
Q1
$5.04K Buy
2,041
+2
+0.1% +$5 ﹤0.01% 2454
2023
Q4
$4.69K Hold
2,039
﹤0.01% 2444
2023
Q3
$4.87K Sell
2,039
-5,095
-71% -$12.2K ﹤0.01% 2510
2023
Q2
$11.1K Buy
7,134
+3,000
+73% +$4.68K ﹤0.01% 2261
2023
Q1
$92.6K Buy
4,134
+330
+9% +$7.39K ﹤0.01% 1289
2022
Q4
$85K Sell
3,804
-1,542
-29% -$34.5K ﹤0.01% 1857
2022
Q3
$124K Hold
5,346
﹤0.01% 1709
2022
Q2
$124K Hold
5,346
﹤0.01% 1553
2022
Q1
$124K Sell
5,346
-266
-5% -$6.17K ﹤0.01% 1553
2021
Q4
$41K Sell
5,612
-1,587
-22% -$11.6K ﹤0.01% 1606
2021
Q3
$83K Hold
7,199
﹤0.01% 1327
2021
Q2
$131K Buy
7,199
+3,548
+97% +$64.6K ﹤0.01% 1112
2021
Q1
$84K Sell
3,651
-1,491
-29% -$34.3K ﹤0.01% 1242
2020
Q4
$43K Sell
5,142
-400
-7% -$3.35K ﹤0.01% 1498
2020
Q3
$28K Sell
5,542
-1,500
-21% -$7.58K ﹤0.01% 1508
2020
Q2
$55K Buy
7,042
+2,600
+59% +$20.3K ﹤0.01% 1178
2020
Q1
$35K Buy
4,442
+4,235
+2,046% +$33.4K ﹤0.01% 1275
2019
Q4
$4K Sell
207
-497
-71% -$9.6K ﹤0.01% 2284
2019
Q3
$17K Buy
+704
New +$17K ﹤0.01% 1841
2019
Q1
$61K Sell
936
-793
-46% -$51.7K 0.01% 884
2018
Q4
$130K Buy
1,729
+655
+61% +$49.2K 0.01% 1058
2018
Q3
$154K Buy
+1,074
New +$154K 0.01% 1220
2016
Q2
Sell
-936
Closed -$61K 4176
2016
Q1
$61K Buy
+936
New +$61K 0.01% 884