Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-380
Closed -$55.8K 63
2025
Q1
$55.8K Buy
+380
New +$55.8K 0.66% 29
2024
Q4
Sell
-350
Closed -$47.8K 72
2024
Q3
$47.8K Sell
350
-400
-53% -$54.7K 0.12% 58
2024
Q2
$76.6K Sell
750
-2,599
-78% -$266K 0.18% 52
2024
Q1
$297K Buy
3,349
+2,871
+601% +$255K 1.63% 18
2023
Q4
$43.7K Sell
478
-216
-31% -$19.8K 0.16% 57
2023
Q3
$54.3K Buy
694
+335
+93% +$26.2K 0.25% 41
2023
Q2
$30K Sell
359
-526
-59% -$44K 0.07% 62
2023
Q1
$77.8K Buy
885
+873
+7,275% +$76.7K 0.24% 49
2022
Q4
$1.2K Sell
12
-25
-68% -$2.5K ﹤0.01% 85
2022
Q3
$3K Sell
37
-132
-78% -$10.7K ﹤0.01% 161
2022
Q2
$25K Sell
169
-527
-76% -$78K ﹤0.01% 82
2022
Q1
$87K Buy
696
+658
+1,732% +$82.3K 0.02% 70
2021
Q4
$6K Buy
38
+1
+3% +$158 ﹤0.01% 129
2021
Q3
$6K Sell
37
-1
-3% -$162 ﹤0.01% 137
2021
Q2
$6K Hold
38
﹤0.01% 159
2021
Q1
$6K Sell
38
-6
-14% -$947 ﹤0.01% 130
2020
Q4
$6K Buy
+44
New +$6K ﹤0.01% 120
2020
Q3
Sell
-12
Closed -$1K 86
2020
Q2
$1K Buy
+12
New +$1K ﹤0.01% 75
2020
Q1
Sell
-2,356
Closed -$348K 98
2019
Q4
$348K Buy
2,356
+1,854
+369% +$274K 0.18% 48
2019
Q3
$69K Buy
+502
New +$69K 0.05% 96