Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.2K Buy
1,602
+1
+0.1% +$20 ﹤0.01% 2798
2025
Q1
$38.8K Hold
1,601
﹤0.01% 2637
2024
Q4
$54.1K Sell
1,601
-563
-26% -$19K ﹤0.01% 2502
2024
Q3
$104K Sell
2,164
-932
-30% -$44.7K ﹤0.01% 2179
2024
Q2
$146K Sell
3,096
-500
-14% -$23.6K ﹤0.01% 2003
2024
Q1
$211K Buy
3,596
+102
+3% +$6K ﹤0.01% 1818
2023
Q4
$188K Buy
3,494
+6
+0.2% +$324 ﹤0.01% 1737
2023
Q3
$174K Buy
3,488
+430
+14% +$21.5K ﹤0.01% 1675
2023
Q2
$157K Buy
3,058
+5
+0.2% +$257 ﹤0.01% 1712
2023
Q1
$169K Sell
3,053
-393
-11% -$21.8K ﹤0.01% 1596
2022
Q4
$21.2K Buy
+3,446
New +$21.2K ﹤0.01% 2101
2022
Q1
Sell
-20,460
Closed -$1.18M 1475
2021
Q4
$1.18M Buy
20,460
+15,815
+340% +$910K 0.02% 649
2021
Q3
$224K Sell
4,645
-9,624
-67% -$464K 0.01% 1009
2021
Q2
$660K Buy
14,269
+3,126
+28% +$145K 0.02% 652
2021
Q1
$423K Buy
+11,143
New +$423K 0.01% 704
2018
Q3
Sell
-7,232
Closed -$208 677
2018
Q2
$208 Sell
7,232
-256
-3% -$7 0.02% 511
2018
Q1
$221K Buy
+7,488
New +$221K 0.03% 441
2017
Q3
Sell
-300
Closed -$9K 876
2017
Q2
$9K Buy
+300
New +$9K ﹤0.01% 1004