Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,650
Closed -$38.3K 5839
2025
Q1
$38.3K Sell
21,650
-8,405
-28% -$14.9K ﹤0.01% 5332
2024
Q4
$54.7K Buy
+30,055
New +$54.7K ﹤0.01% 5467
2024
Q1
Sell
-49,886
Closed -$78.8K 5967
2023
Q4
$78.8K Buy
49,886
+37,388
+299% +$59.1K ﹤0.01% 5322
2023
Q3
$14.5K Buy
+12,498
New +$14.5K ﹤0.01% 4913
2023
Q2
Sell
-16,788
Closed -$21.7K 5551
2023
Q1
$21.7K Sell
16,788
-47,352
-74% -$61.1K ﹤0.01% 5256
2022
Q4
$96.2K Buy
64,140
+41,483
+183% +$62.2K ﹤0.01% 4710
2022
Q3
$50K Buy
+22,657
New +$50K ﹤0.01% 5090
2022
Q2
Sell
-18,305
Closed -$88K 5794
2022
Q1
$88K Sell
18,305
-24,257
-57% -$117K ﹤0.01% 5010
2021
Q4
$392K Sell
42,562
-18,287
-30% -$168K ﹤0.01% 3723
2021
Q3
$905K Sell
60,849
-2,675
-4% -$39.8K ﹤0.01% 2770
2021
Q2
$1.04M Sell
63,524
-19,813
-24% -$326K ﹤0.01% 2551
2021
Q1
$1.52M Buy
83,337
+64,231
+336% +$1.17M ﹤0.01% 1958
2020
Q4
$388K Buy
+19,106
New +$388K ﹤0.01% 2954
2020
Q3
Sell
-47,021
Closed -$1.2M 3992
2020
Q2
$1.2M Buy
+47,021
New +$1.2M ﹤0.01% 1790