Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
40,956
-984
-2% -$2.87K ﹤0.01% 5083
2025
Q1
$85.6K Buy
41,940
+15,172
+57% +$31K ﹤0.01% 4949
2024
Q4
$105K Buy
26,768
+1,864
+7% +$7.34K ﹤0.01% 4863
2024
Q3
$29.1K Buy
24,904
+3,949
+19% +$4.62K ﹤0.01% 4948
2024
Q2
$28.3K Buy
20,955
+5,903
+39% +$7.97K ﹤0.01% 4804
2024
Q1
$18.2K Sell
15,052
-1,207
-7% -$1.46K ﹤0.01% 4775
2023
Q4
$33.9K Sell
16,259
-1,815
-10% -$3.78K ﹤0.01% 4631
2023
Q3
$65.6K Buy
18,074
+774
+4% +$2.81K ﹤0.01% 4425
2023
Q2
$88.2K Sell
17,300
-2,637
-13% -$13.4K ﹤0.01% 4292
2023
Q1
$82.5K Hold
19,937
﹤0.01% 4211
2022
Q4
$72.6K Sell
19,937
-3,402
-15% -$12.4K ﹤0.01% 4194
2022
Q3
$135K Buy
23,339
+3,016
+15% +$17.4K ﹤0.01% 4012
2022
Q2
$144K Buy
20,323
+134
+0.7% +$949 ﹤0.01% 4007
2022
Q1
$133K Buy
20,189
+2,825
+16% +$18.6K ﹤0.01% 3912
2021
Q4
$151K Buy
17,364
+5,751
+50% +$50K ﹤0.01% 4045
2021
Q3
$121K Sell
11,613
-4,647
-29% -$48.4K ﹤0.01% 4072
2021
Q2
$298K Sell
16,260
-1,085
-6% -$19.9K ﹤0.01% 3575
2021
Q1
$441K Buy
17,345
+6,945
+67% +$177K ﹤0.01% 3120
2020
Q4
$94K Buy
+10,400
New +$94K ﹤0.01% 3669
2018
Q3
Sell
-17,200
Closed -$128K 3291
2018
Q2
$128K Sell
17,200
-8,783
-34% -$65.4K ﹤0.01% 3060
2018
Q1
$143K Buy
25,983
+6,972
+37% +$38.4K ﹤0.01% 3008
2017
Q4
$119K Buy
19,011
+3,911
+26% +$24.5K ﹤0.01% 2892
2017
Q3
$82K Buy
+15,100
New +$82K ﹤0.01% 2778