Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1K Sell
5,379
-5,196
-49% -$10.7K ﹤0.01% 6828
2025
Q1
$18.2K Hold
10,575
﹤0.01% 6605
2024
Q4
$17K Buy
10,575
+4,893
+86% +$7.88K ﹤0.01% 6617
2024
Q3
$13.2K Sell
5,682
-2
-0% -$5 ﹤0.01% 6636
2024
Q2
$15.7K Hold
5,684
﹤0.01% 6535
2024
Q1
$18.9K Sell
5,684
-5,684
-50% -$18.9K ﹤0.01% 6508
2023
Q4
$32.3K Buy
11,368
+5,684
+100% +$16.2K ﹤0.01% 6499
2023
Q3
$15.7K Buy
5,684
+16
+0.3% +$44 ﹤0.01% 6558
2023
Q2
$35.8K Sell
5,668
-57
-1% -$360 ﹤0.01% 6349
2023
Q1
$89.3K Buy
5,725
+254
+5% +$3.96K ﹤0.01% 6052
2022
Q4
$179K Hold
5,471
﹤0.01% 5711
2022
Q3
$178K Sell
5,471
-200
-4% -$6.51K ﹤0.01% 5783
2022
Q2
$236K Sell
5,671
-347
-6% -$14.4K ﹤0.01% 5810
2022
Q1
$246K Buy
6,018
+48
+0.8% +$1.96K ﹤0.01% 5802
2021
Q4
$149K Sell
5,970
-65
-1% -$1.62K ﹤0.01% 6217
2021
Q3
$173K Buy
6,035
+667
+12% +$19.1K ﹤0.01% 6079
2021
Q2
$371K Buy
5,368
+5,354
+38,243% +$370K ﹤0.01% 5707
2021
Q1
$1K Sell
14
-236
-94% -$16.9K ﹤0.01% 7391
2020
Q4
$19K Buy
+250
New +$19K ﹤0.01% 6453
2020
Q2
Sell
-2
Closed 6738
2020
Q1
$0 Sell
2
-553
-100% ﹤0.01% 6724
2019
Q4
$101K Buy
555
+405
+270% +$73.7K ﹤0.01% 5652
2019
Q3
$41K Sell
150
-31
-17% -$8.47K ﹤0.01% 5801
2019
Q2
$82K Buy
+181
New +$82K ﹤0.01% 5414