Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-90
Closed -$22.4K 55
2025
Q1
$22.4K Buy
+90
New +$22.4K 0.27% 39
2024
Q1
Sell
-470
Closed -$76.9K 69
2023
Q4
$76.9K Sell
470
-4,240
-90% -$693K 0.28% 43
2023
Q3
$661K Buy
+4,710
New +$661K 3.09% 9
2023
Q2
Sell
-580
Closed -$76K 86
2023
Q1
$76K Buy
580
+570
+5,700% +$74.7K 0.24% 50
2022
Q4
$1.41K Sell
10
-3,069
-100% -$432K ﹤0.01% 84
2022
Q3
$366K Buy
3,079
+2,980
+3,010% +$354K 0.12% 27
2022
Q2
$13K Sell
99
-1
-1% -$131 ﹤0.01% 90
2022
Q1
$13K Hold
100
﹤0.01% 101
2021
Q4
$13K Sell
100
-5
-5% -$650 ﹤0.01% 83
2021
Q3
$14K Sell
105
-731
-87% -$97.5K ﹤0.01% 90
2021
Q2
$117K Sell
836
-1,305
-61% -$183K 0.02% 64
2021
Q1
$273K Buy
2,141
+193
+10% +$24.6K 0.06% 26
2020
Q4
$234K Sell
1,948
-353
-15% -$42.4K 0.05% 34
2020
Q3
$268K Buy
2,301
+575
+33% +$67K 0.05% 40
2020
Q2
$183K Hold
1,726
0.05% 42
2020
Q1
$183K Sell
1,726
-1,778
-51% -$189K 0.33% 32
2019
Q4
$449K Buy
3,504
+2,437
+228% +$312K 0.24% 45
2019
Q3
$148K Buy
1,067
+670
+169% +$92.9K 0.1% 57
2019
Q2
$52K Buy
+397
New +$52K 0.07% 105