Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-208
Closed -$12.6K 7347
2025
Q1
$12.6K Buy
208
+125
+151% +$7.56K ﹤0.01% 5607
2024
Q4
$5.24K Sell
83
-346
-81% -$21.8K ﹤0.01% 6071
2024
Q3
$25.4K Buy
429
+2
+0.5% +$119 ﹤0.01% 5184
2024
Q2
$34.5K Buy
427
+112
+36% +$9.04K ﹤0.01% 4936
2024
Q1
$23.9K Sell
315
-1,357
-81% -$103K ﹤0.01% 5213
2023
Q4
$116K Sell
1,672
-1,363
-45% -$94.7K ﹤0.01% 4324
2023
Q3
$209K Buy
3,035
+2,968
+4,430% +$205K ﹤0.01% 3959
2023
Q2
$4.7K Buy
67
+10
+18% +$701 ﹤0.01% 6271
2023
Q1
$3.29K Buy
57
+20
+54% +$1.16K ﹤0.01% 6439
2022
Q4
$1.16K Buy
37
+4
+12% +$126 ﹤0.01% 6744
2022
Q3
$2K Buy
33
+2
+6% +$121 ﹤0.01% 6693
2022
Q2
$2K Sell
31
-12
-28% -$774 ﹤0.01% 6804
2022
Q1
$2K Buy
43
+8
+23% +$372 ﹤0.01% 6733
2021
Q4
$2K Hold
35
﹤0.01% 6868
2021
Q3
$2K Sell
35
-180
-84% -$10.3K ﹤0.01% 6805
2021
Q2
$25K Sell
215
-2,025
-90% -$235K ﹤0.01% 5502
2021
Q1
$258K Buy
2,240
+748
+50% +$86.2K ﹤0.01% 3517
2020
Q4
$271K Buy
1,492
+447
+43% +$81.2K ﹤0.01% 3202
2020
Q3
$150K Buy
1,045
+1,027
+5,706% +$147K ﹤0.01% 3500
2020
Q2
$1K Sell
18
-14
-44% -$778 ﹤0.01% 5842
2020
Q1
$1K Buy
+32
New +$1K ﹤0.01% 5752