Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.2K Sell
11,916
-934
-7% -$1.43K ﹤0.01% 5324
2025
Q1
$12K Buy
12,850
+50
+0.4% +$47 ﹤0.01% 5170
2024
Q4
$17.4K Sell
12,800
-2,500
-16% -$3.4K ﹤0.01% 5092
2024
Q3
$11.2K Hold
15,300
﹤0.01% 5014
2024
Q2
$12.9K Sell
15,300
-1,500
-9% -$1.26K ﹤0.01% 4858
2024
Q1
$30.2K Buy
16,800
+3,450
+26% +$6.21K ﹤0.01% 4735
2023
Q4
$27.1K Sell
13,350
-250
-2% -$508 ﹤0.01% 4646
2023
Q3
$16.6K Sell
13,600
-300
-2% -$366 ﹤0.01% 4564
2023
Q2
$29.9K Buy
+13,900
New +$29.9K ﹤0.01% 4426
2022
Q4
Sell
-10,900
Closed -$11K 4477
2022
Q3
$11K Sell
10,900
-817
-7% -$824 ﹤0.01% 4333
2022
Q2
$13K Sell
11,717
-1,000
-8% -$1.11K ﹤0.01% 4341
2022
Q1
$32K Sell
12,717
-1,486
-10% -$3.74K ﹤0.01% 4075
2021
Q4
$58K Buy
14,203
+486
+4% +$1.99K ﹤0.01% 4203
2021
Q3
$70K Sell
13,717
-6,040
-31% -$30.8K ﹤0.01% 4168
2021
Q2
$162K Sell
19,757
-7,200
-27% -$59K ﹤0.01% 3938
2021
Q1
$283K Buy
26,957
+9,340
+53% +$98.1K ﹤0.01% 3500
2020
Q4
$43K Buy
+17,617
New +$43K ﹤0.01% 3720