Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.9K Sell
381
-1
-0.3% -$113 ﹤0.01% 2706
2025
Q1
$42.9K Sell
382
-50
-12% -$5.61K ﹤0.01% 2603
2024
Q4
$48.2K Sell
432
-2,711
-86% -$303K ﹤0.01% 2536
2024
Q3
$438K Buy
3,143
+8
+0.3% +$1.11K ﹤0.01% 1552
2024
Q2
$369K Sell
3,135
-620
-17% -$72.9K ﹤0.01% 1600
2024
Q1
$490K Sell
3,755
-37
-1% -$4.83K ﹤0.01% 1360
2023
Q4
$471K Buy
3,792
+3,408
+888% +$424K ﹤0.01% 1307
2023
Q3
$40.5K Sell
384
-443
-54% -$46.8K ﹤0.01% 2152
2023
Q2
$93K Buy
827
+429
+108% +$48.3K ﹤0.01% 1872
2023
Q1
$42.8K Sell
398
-37
-9% -$3.98K ﹤0.01% 2064
2022
Q4
$4.17K Buy
+435
New +$4.17K ﹤0.01% 2652
2018
Q4
Sell
-19,760
Closed -$1.59M 700
2018
Q3
$1.59M Buy
19,760
+264
+1% +$21.3K 0.12% 166
2018
Q2
$1.59K Buy
19,496
+659
+3% +$54 0.15% 156
2018
Q1
$1.51M Buy
+18,837
New +$1.51M 0.17% 135