Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,400
Closed -$31.8K 57
2025
Q1
$31.8K Buy
+1,400
New +$31.8K 0.38% 37
2024
Q4
Sell
-28,900
Closed -$678K 67
2024
Q3
$678K Buy
28,900
+27,940
+2,910% +$655K 1.67% 18
2024
Q2
$29.7K Buy
960
+110
+13% +$3.41K 0.07% 71
2024
Q1
$37.5K Sell
850
-3,420
-80% -$151K 0.21% 47
2023
Q4
$215K Buy
4,270
+4,070
+2,035% +$205K 0.77% 28
2023
Q3
$7.11K Sell
200
-2,300
-92% -$81.8K 0.03% 59
2023
Q2
$83.6K Sell
2,500
-940
-27% -$31.4K 0.19% 48
2023
Q1
$112K Buy
3,440
+3,140
+1,047% +$103K 0.35% 40
2022
Q4
$7.93K Buy
300
+143
+91% +$3.78K 0.02% 77
2022
Q3
$4K Sell
157
-2,163
-93% -$55.1K ﹤0.01% 136
2022
Q2
$119K Buy
2,320
+1,559
+205% +$80K 0.02% 56
2022
Q1
$38K Sell
761
-7,749
-91% -$387K 0.01% 83
2021
Q4
$438K Buy
8,510
+5,551
+188% +$286K 0.16% 24
2021
Q3
$158K Buy
2,959
+498
+20% +$26.6K 0.05% 56
2021
Q2
$138K Sell
2,461
-5,129
-68% -$288K 0.03% 62
2021
Q1
$486K Buy
7,590
+140
+2% +$8.96K 0.1% 21
2020
Q4
$371K Sell
7,450
-1,750
-19% -$87.1K 0.07% 24
2020
Q3
$476K Buy
9,200
+8,000
+667% +$414K 0.09% 29
2020
Q2
$65K Hold
1,200
0.02% 53
2020
Q1
$65K Buy
1,200
+50
+4% +$2.71K 0.12% 38
2019
Q4
$69K Buy
1,150
+350
+44% +$21K 0.04% 101
2019
Q3
$41K Sell
800
-9,110
-92% -$467K 0.03% 115
2019
Q2
$474K Buy
+9,910
New +$474K 0.62% 35