Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,974
Closed -$43.7K 1612
2025
Q1
$43.7K Buy
2,974
+1,484
+100% +$21.8K ﹤0.01% 1762
2024
Q4
$39.8K Buy
1,490
+39
+3% +$1.04K ﹤0.01% 1548
2024
Q3
$37.3K Sell
1,451
-170
-10% -$4.37K ﹤0.01% 1603
2024
Q2
$53.7K Sell
1,621
-165
-9% -$5.46K ﹤0.01% 1370
2024
Q1
$59.5K Buy
1,786
+315
+21% +$10.5K ﹤0.01% 1290
2023
Q4
$52.1K Sell
1,471
-140
-9% -$4.96K ﹤0.01% 1366
2023
Q3
$55.5K Buy
1,611
+169
+12% +$5.82K 0.01% 1199
2023
Q2
$59.9K Sell
1,442
-351
-20% -$14.6K 0.01% 1160
2023
Q1
$68.8K Sell
1,793
-92
-5% -$3.53K 0.01% 1055
2022
Q4
$60.4K Buy
1,885
+751
+66% +$24.1K 0.01% 1058
2022
Q3
$29K Buy
1,134
+709
+167% +$18.1K ﹤0.01% 1339
2022
Q2
$12K Buy
425
+7
+2% +$198 ﹤0.01% 1552
2022
Q1
$12K Sell
418
-36
-8% -$1.03K ﹤0.01% 1553
2021
Q4
$17K Hold
454
﹤0.01% 1372
2021
Q3
$15K Hold
454
﹤0.01% 1392
2021
Q2
$17K Hold
454
﹤0.01% 1279
2021
Q1
$19K Hold
454
﹤0.01% 1195
2020
Q4
$17K Buy
454
+36
+9% +$1.35K ﹤0.01% 1160
2020
Q3
$7K Hold
418
﹤0.01% 1365
2020
Q2
$7K Buy
+418
New +$7K ﹤0.01% 1476
2019
Q3
Sell
-549
Closed -$8K 2305
2019
Q2
$8K Buy
+549
New +$8K ﹤0.01% 1858