Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$1 611
2025
Q1
$1 Sell
1
-555
-100% -$555 ﹤0.01% 1790
2024
Q4
$1.03K Buy
556
+555
+55,500% +$1.03K ﹤0.01% 1610
2024
Q3
$1 Sell
1
-17,173
-100% -$17.2K ﹤0.01% 1706
2024
Q2
$42.6K Sell
17,174
-531
-3% -$1.32K ﹤0.01% 1041
2024
Q1
$49.6K Hold
17,705
﹤0.01% 873
2023
Q4
$49.6K Hold
17,705
﹤0.01% 553
2023
Q3
$45.7K Hold
17,705
﹤0.01% 526
2023
Q2
$56.3K Buy
17,705
+4,270
+32% +$13.6K ﹤0.01% 567
2023
Q1
$37.9K Sell
13,435
-3
-0% -$8 ﹤0.01% 509
2022
Q4
$36.6K Hold
13,438
﹤0.01% 475
2022
Q3
$38K Buy
+13,438
New +$38K ﹤0.01% 467
2022
Q2
Sell
-15,475
Closed -$50K 374
2022
Q1
$50K Sell
15,475
-11,697
-43% -$37.8K ﹤0.01% 442
2021
Q4
$76K Buy
27,172
+14,501
+114% +$40.6K ﹤0.01% 386
2021
Q3
$35K Sell
12,671
-347
-3% -$958 ﹤0.01% 283
2021
Q2
$45K Buy
13,018
+73
+0.6% +$252 ﹤0.01% 283
2021
Q1
$35K Hold
12,945
﹤0.01% 268
2020
Q4
$40K Sell
12,945
-782
-6% -$2.42K ﹤0.01% 248
2020
Q3
$31K Buy
13,727
+8
+0.1% +$18 ﹤0.01% 244
2020
Q2
$36K Buy
+13,719
New +$36K ﹤0.01% 213
2020
Q1
Sell
-47,499
Closed -$221K 134
2019
Q4
$221K Buy
+47,499
New +$221K 0.01% 155