Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.4K Buy
4,747
+2,608
+122% +$52.4K ﹤0.01% 200
2025
Q1
$52K Sell
2,139
-7
-0.3% -$170 ﹤0.01% 228
2024
Q4
$72.5K Buy
2,146
+360
+20% +$12.2K ﹤0.01% 214
2024
Q3
$85.7K Hold
1,786
﹤0.01% 151
2024
Q2
$84.2K Buy
+1,786
New +$84.2K ﹤0.01% 146
2024
Q1
Sell
-2,123
Closed -$115K 280
2023
Q4
$115K Sell
2,123
-253
-11% -$13.6K ﹤0.01% 170
2023
Q3
$119K Sell
2,376
-282
-11% -$14.1K 0.01% 174
2023
Q2
$137K Sell
2,658
-553
-17% -$28.4K 0.01% 197
2023
Q1
$178K Sell
3,211
-634
-16% -$35.2K 0.01% 178
2022
Q4
$205K Sell
3,845
-126
-3% -$6.71K 0.01% 200
2022
Q3
$170K Sell
3,971
-650
-14% -$27.8K 0.01% 245
2022
Q2
$214K Buy
4,621
+1,136
+33% +$52.6K 0.01% 205
2022
Q1
$182K Sell
3,485
-2,008
-37% -$105K 0.01% 209
2021
Q4
$315K Buy
5,493
+2,905
+112% +$167K 0.01% 134
2021
Q3
$125K Buy
+2,588
New +$125K 0.01% 163
2020
Q1
Sell
-2,910
Closed -$50K 719
2019
Q4
$50K Buy
+2,910
New +$50K ﹤0.01% 665