Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.7K Buy
+108
New +$50.7K 0.01% 131
2024
Q4
Sell
-105
Closed -$50.1K 147
2024
Q3
$50.1K Sell
105
-14
-12% -$6.68K ﹤0.01% 118
2024
Q2
$52.2K Sell
119
-116
-49% -$50.9K 0.01% 138
2024
Q1
$109K Sell
235
-41
-15% -$19K 0.01% 119
2023
Q4
$113K Buy
276
+151
+121% +$62K 0.01% 116
2023
Q3
$46.5K Sell
125
-534
-81% -$199K ﹤0.01% 160
2023
Q2
$251K Buy
659
+498
+309% +$190K 0.02% 121
2023
Q1
$57.2K Sell
161
-1,287
-89% -$457K ﹤0.01% 137
2022
Q4
$472K Sell
1,448
-526
-27% -$172K 0.04% 98
2022
Q3
$532K Buy
1,974
+1,831
+1,280% +$493K 0.04% 94
2022
Q2
$41K Buy
143
+20
+16% +$5.73K ﹤0.01% 136
2022
Q1
$39K Buy
123
+48
+64% +$15.2K ﹤0.01% 152
2021
Q4
$26K Buy
75
+43
+134% +$14.9K ﹤0.01% 135
2021
Q3
$9K Buy
+32
New +$9K ﹤0.01% 177
2020
Q4
Sell
-293
Closed -$69K 437
2020
Q3
$69K Buy
293
+279
+1,993% +$65.7K 0.03% 174
2020
Q2
$3K Buy
+14
New +$3K ﹤0.01% 458
2020
Q1
Sell
-23
Closed -$5K 364
2019
Q4
$5K Sell
23
-558
-96% -$121K ﹤0.01% 492
2019
Q3
$113K Sell
581
-758
-57% -$147K 0.04% 286
2019
Q2
$269K Buy
1,339
+1,153
+620% +$232K 0.1% 184
2019
Q1
$33K Sell
186
-225
-55% -$39.9K 0.01% 351
2018
Q4
$64K Buy
+411
New +$64K 0.02% 263