Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
27
﹤0.01% 911
2025
Q1
$4K Sell
27
-701
-96% -$104K ﹤0.01% 933
2024
Q4
$96K Buy
728
+701
+2,596% +$92.4K ﹤0.01% 860
2024
Q3
$3K Buy
27
+3
+13% +$333 ﹤0.01% 979
2024
Q2
$4K Hold
24
﹤0.01% 1078
2024
Q1
$3K Sell
24
-1,257
-98% -$157K ﹤0.01% 1089
2023
Q4
$184K Sell
1,281
-269
-17% -$38.6K ﹤0.01% 759
2023
Q3
$236K Sell
1,550
-243
-14% -$37K ﹤0.01% 686
2023
Q2
$243K Buy
1,793
+1,777
+11,106% +$241K ﹤0.01% 728
2023
Q1
$2K Hold
16
﹤0.01% 992
2022
Q4
$2K Sell
16
-4,578
-100% -$572K ﹤0.01% 1047
2022
Q3
$500K Buy
+4,594
New +$500K 0.01% 428
2020
Q3
Sell
-15,230
Closed -$788K 978
2020
Q2
$788K Sell
15,230
-3,669
-19% -$190K 0.04% 326
2020
Q1
$916K Sell
18,899
-5,371
-22% -$260K 0.06% 279
2019
Q4
$1.62M Buy
24,270
+21,678
+836% +$1.45M 0.1% 209
2019
Q3
$156K Sell
2,592
-721
-22% -$43.4K 0.01% 432
2019
Q2
$209K Buy
3,313
+10
+0.3% +$631 0.02% 402
2019
Q1
$197K Sell
3,303
-827
-20% -$49.3K 0.02% 348
2018
Q4
$166K Buy
4,130
+2,532
+158% +$102K 0.02% 308
2018
Q3
$113K Sell
1,598
-28,684
-95% -$2.03M 0.01% 443
2018
Q2
$2.02M Buy
30,282
+28,652
+1,758% +$1.92M 0.13% 131
2018
Q1
$94K Buy
+1,630
New +$94K 0.01% 306