Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-38,497
Closed -$79.3K 1172
2025
Q1
$79.3K Hold
38,497
﹤0.01% 1061
2024
Q4
$70.5K Sell
38,497
-6,100
-14% -$11.2K ﹤0.01% 1056
2024
Q3
$69.8K Hold
44,597
﹤0.01% 1123
2024
Q2
$58K Sell
44,597
-1,250
-3% -$1.63K ﹤0.01% 1003
2024
Q1
$73.8K Sell
45,847
-2,630
-5% -$4.23K ﹤0.01% 984
2023
Q4
$85.8K Sell
48,477
-675
-1% -$1.2K ﹤0.01% 944
2023
Q3
$104K Hold
49,152
0.01% 922
2023
Q2
$80.1K Sell
49,152
-150
-0.3% -$245 ﹤0.01% 936
2023
Q1
$61.1K Buy
49,302
+7,550
+18% +$9.36K ﹤0.01% 925
2022
Q4
$76.4K Buy
41,752
+4,193
+11% +$7.67K ﹤0.01% 874
2022
Q3
$79K Sell
37,559
-4,346
-10% -$9.14K 0.01% 834
2022
Q2
$168K Sell
41,905
-3,770
-8% -$15.1K 0.01% 676
2022
Q1
$204K Sell
45,675
-2,050
-4% -$9.16K 0.02% 708
2021
Q4
$344K Buy
47,725
+12,875
+37% +$92.8K 0.03% 557
2021
Q3
$375K Buy
34,850
+4,500
+15% +$48.4K 0.03% 521
2021
Q2
$525K Sell
30,350
-13,075
-30% -$226K 0.03% 517
2021
Q1
$921K Sell
43,425
-24,565
-36% -$521K 0.07% 284
2020
Q4
$897K Buy
67,990
+30,715
+82% +$405K 0.07% 258
2020
Q3
$328K Buy
37,275
+24,250
+186% +$213K 0.03% 456
2020
Q2
$130K Sell
13,025
-14,333
-52% -$143K 0.02% 548
2020
Q1
$201K Buy
27,358
+16,975
+163% +$125K 0.03% 483
2019
Q4
$81K Buy
+10,383
New +$81K 0.01% 601
2019
Q2
Sell
-12,908
Closed -$67K 556
2019
Q1
$67K Hold
12,908
0.01% 501
2018
Q4
$48K Buy
+12,908
New +$48K 0.01% 462