Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$2K 6402
2024
Q4
$2K Hold
1,000
﹤0.01% 6196
2024
Q3
$3K Sell
1,000
-20,419
-95% -$61.3K ﹤0.01% 6109
2024
Q2
$86K Buy
21,419
+1,997
+10% +$8.02K ﹤0.01% 4969
2024
Q1
$152K Buy
19,422
+14,474
+293% +$113K ﹤0.01% 4483
2023
Q4
$48K Sell
4,948
-1,638
-25% -$15.9K ﹤0.01% 5471
2023
Q3
$57K Buy
6,586
+2,551
+63% +$22.1K ﹤0.01% 5224
2023
Q2
$55K Sell
4,035
-540
-12% -$7.36K ﹤0.01% 5280
2023
Q1
$33K Sell
4,575
-13,786
-75% -$99.4K ﹤0.01% 5442
2022
Q4
$112K Buy
18,361
+5,101
+38% +$31.1K ﹤0.01% 4897
2022
Q3
$108K Buy
13,260
+1,070
+9% +$8.72K ﹤0.01% 4772
2022
Q2
$87K Sell
12,190
-2,648
-18% -$18.9K ﹤0.01% 4968
2022
Q1
$224K Sell
14,838
-2,543
-15% -$38.4K ﹤0.01% 4507
2021
Q4
$230K Buy
17,381
+17,307
+23,388% +$229K ﹤0.01% 4680
2021
Q3
$1K Buy
+74
New +$1K ﹤0.01% 6921
2021
Q2
Sell
-684
Closed -$14K 6938
2021
Q1
$14K Buy
+684
New +$14K ﹤0.01% 6127
2019
Q4
Sell
-1,487
Closed -$54K 6189
2019
Q3
$54K Buy
1,487
+1,136
+324% +$41.3K ﹤0.01% 4506
2019
Q2
$12K Sell
351
-1,203
-77% -$41.1K ﹤0.01% 5125
2019
Q1
$45K Buy
1,554
+341
+28% +$9.88K ﹤0.01% 4547
2018
Q4
$34K Sell
1,213
-16,437
-93% -$461K ﹤0.01% 4616
2018
Q3
$314K Buy
+17,650
New +$314K ﹤0.01% 3641