Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.4K Sell
15,343
-194
-1% -$700 ﹤0.01% 1526
2025
Q1
$44.3K Buy
15,537
+2,602
+20% +$7.42K ﹤0.01% 1632
2024
Q4
$31.6K Buy
12,935
+8,250
+176% +$20.1K ﹤0.01% 1817
2024
Q3
$14.4K Buy
4,685
+10
+0.2% +$31 ﹤0.01% 2188
2024
Q2
$12.6K Sell
4,675
-285
-6% -$770 ﹤0.01% 2166
2024
Q1
$12.9K Sell
4,960
-2,759
-36% -$7.2K ﹤0.01% 2206
2023
Q4
$24.4K Buy
7,719
+4,849
+169% +$15.3K ﹤0.01% 1822
2023
Q3
$8.29K Sell
2,870
-3,575
-55% -$10.3K ﹤0.01% 2303
2023
Q2
$23K Buy
6,445
+39
+0.6% +$139 ﹤0.01% 1810
2023
Q1
$25.2K Buy
6,406
+3,738
+140% +$14.7K ﹤0.01% 1740
2022
Q4
$9.53K Buy
2,668
+1,098
+70% +$3.92K ﹤0.01% 2175
2022
Q3
$5K Sell
1,570
-15,042
-91% -$47.9K ﹤0.01% 2412
2022
Q2
$56K Sell
16,612
-12,427
-43% -$41.9K ﹤0.01% 1222
2022
Q1
$133K Sell
29,039
-886
-3% -$4.06K ﹤0.01% 902
2021
Q4
$118K Buy
29,925
+2,774
+10% +$10.9K ﹤0.01% 930
2021
Q3
$93K Buy
27,151
+15,333
+130% +$52.5K ﹤0.01% 1008
2021
Q2
$50K Buy
11,818
+4,672
+65% +$19.8K ﹤0.01% 1263
2021
Q1
$31K Buy
7,146
+1,654
+30% +$7.18K ﹤0.01% 1383
2020
Q4
$31K Buy
5,492
+3,253
+145% +$18.4K ﹤0.01% 1279
2020
Q3
$15K Buy
+2,239
New +$15K ﹤0.01% 1478
2020
Q2
Sell
-3,000
Closed -$9K 2485
2020
Q1
$9K Hold
3,000
﹤0.01% 1503
2019
Q4
$12K Hold
3,000
﹤0.01% 1410
2019
Q3
$10K Buy
+3,000
New +$10K ﹤0.01% 1431
2019
Q2
Sell
-5,000
Closed -$14K 2038
2019
Q1
$14K Hold
5,000
﹤0.01% 1295
2018
Q4
$15K Sell
5,000
-16,000
-76% -$48K ﹤0.01% 1230
2018
Q3
$48K Buy
21,000
+16,000
+320% +$36.6K ﹤0.01% 894
2018
Q2
$13K Buy
+5,000
New +$13K ﹤0.01% 1301