Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9K Sell
256
-474
-65% -$44.2K ﹤0.01% 488
2025
Q1
$53.2K Sell
730
-305
-29% -$22.2K ﹤0.01% 382
2024
Q4
$62.4K Buy
1,035
+709
+217% +$42.8K ﹤0.01% 336
2024
Q3
$24.5K Sell
326
-722
-69% -$54.3K ﹤0.01% 461
2024
Q2
$76.2K Sell
1,048
-7,260
-87% -$528K 0.01% 290
2024
Q1
$640K Buy
8,308
+4,574
+122% +$352K 0.04% 190
2023
Q4
$230K Buy
+3,734
New +$230K 0.02% 282
2022
Q4
Sell
-138
Closed -$4K 1933
2022
Q3
$4K Sell
138
-32
-19% -$928 ﹤0.01% 1664
2022
Q2
$3K Sell
170
-128
-43% -$2.26K ﹤0.01% 1837
2022
Q1
$11K Buy
+298
New +$11K ﹤0.01% 1523
2021
Q4
Sell
-907
Closed -$41K 2274
2021
Q3
$41K Sell
907
-19
-2% -$859 ﹤0.01% 1155
2021
Q2
$46K Sell
926
-2,990
-76% -$149K ﹤0.01% 1159
2021
Q1
$213K Buy
3,916
+3,614
+1,197% +$197K 0.01% 708
2020
Q4
$15K Sell
302
-11,091
-97% -$551K ﹤0.01% 879
2020
Q3
$417K Sell
11,393
-12,570
-52% -$460K 0.03% 414
2020
Q2
$744K Buy
23,963
+22,352
+1,387% +$694K 0.05% 291
2020
Q1
$45K Buy
1,611
+1,519
+1,651% +$42.4K ﹤0.01% 952
2019
Q4
$3K Buy
92
+61
+197% +$1.99K ﹤0.01% 1946
2019
Q3
$1K Buy
+31
New +$1K ﹤0.01% 2090