Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.09K Sell
121
-73
-38% -$3.67K ﹤0.01% 3358
2025
Q1
$9.17K Hold
194
﹤0.01% 3130
2024
Q4
$10.3K Sell
194
-107
-36% -$5.67K ﹤0.01% 3024
2024
Q3
$16.7K Sell
301
-820
-73% -$45.6K ﹤0.01% 2768
2024
Q2
$66.1K Sell
1,121
-181
-14% -$10.7K ﹤0.01% 2255
2024
Q1
$89.5K Buy
1,302
+695
+114% +$47.8K ﹤0.01% 2095
2023
Q4
$49.2K Buy
607
+350
+136% +$28.4K ﹤0.01% 2237
2023
Q3
$16.6K Sell
257
-583
-69% -$37.7K ﹤0.01% 2426
2023
Q2
$71.1K Sell
840
-515
-38% -$43.6K ﹤0.01% 1974
2023
Q1
$151K Sell
1,355
-1,161
-46% -$129K ﹤0.01% 1629
2022
Q4
$134K Buy
+2,516
New +$134K ﹤0.01% 1327
2022
Q1
Sell
-5,471
Closed -$1.2M 1297
2021
Q4
$1.2M Buy
5,471
+2,677
+96% +$586K 0.02% 642
2021
Q3
$581K Sell
2,794
-271
-9% -$56.4K 0.01% 712
2021
Q2
$631K Sell
3,065
-423
-12% -$87.1K 0.02% 671
2021
Q1
$703K Sell
3,488
-3,036
-47% -$612K 0.02% 563
2020
Q4
$1.16M Sell
6,524
-7,556
-54% -$1.34M 0.04% 385
2020
Q3
$1.71M Sell
14,080
-131
-0.9% -$15.9K 0.06% 266
2020
Q2
$1.51M Buy
14,211
+2,284
+19% +$243K 0.06% 268
2020
Q1
$458K Buy
11,927
+5,282
+79% +$203K 0.02% 476
2019
Q4
$294K Buy
6,645
+2,604
+64% +$115K 0.01% 665
2019
Q3
$230K Buy
+4,041
New +$230K 0.01% 714