Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.2K Sell
33,500
-22,379
-40% -$28.2K ﹤0.01% 3415
2025
Q1
$48.1K Sell
55,879
-25,198
-31% -$21.7K ﹤0.01% 3293
2024
Q4
$110K Buy
81,077
+45,842
+130% +$62.3K ﹤0.01% 3271
2024
Q3
$41.9K Buy
+35,235
New +$41.9K ﹤0.01% 3359
2023
Q3
Sell
-8,900
Closed -$18K 3938
2023
Q2
$18K Buy
+8,900
New +$18K ﹤0.01% 3786
2022
Q4
Sell
-35,736
Closed -$99K 4296
2022
Q3
$99K Sell
35,736
-43,648
-55% -$121K ﹤0.01% 3600
2022
Q2
$205K Buy
79,384
+56,551
+248% +$146K ﹤0.01% 3642
2022
Q1
$199K Buy
+22,833
New +$199K ﹤0.01% 3650
2021
Q4
Sell
-83,035
Closed -$1.07M 4112
2021
Q3
$1.07M Sell
83,035
-127,472
-61% -$1.65M ﹤0.01% 2512
2021
Q2
$4.96M Sell
210,507
-138,790
-40% -$3.27M 0.01% 1646
2021
Q1
$8.91M Buy
349,297
+64,614
+23% +$1.65M 0.01% 1277
2020
Q4
$3.22M Buy
284,683
+191,377
+205% +$2.16M ﹤0.01% 1852
2020
Q3
$404K Buy
93,306
+1,698
+2% +$7.35K ﹤0.01% 2898
2020
Q2
$259K Buy
+91,608
New +$259K ﹤0.01% 3091