Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.9K Buy
1,370
+363
+36% +$19.3K ﹤0.01% 1387
2025
Q1
$35.7K Buy
1,007
+480
+91% +$17K ﹤0.01% 1747
2024
Q4
$18.4K Sell
527
-19
-3% -$663 ﹤0.01% 2097
2024
Q3
$21.2K Sell
546
-303
-36% -$11.8K ﹤0.01% 2007
2024
Q2
$30.1K Sell
849
-259
-23% -$9.18K ﹤0.01% 1761
2024
Q1
$36.7K Sell
1,108
-47
-4% -$1.56K ﹤0.01% 1699
2023
Q4
$50.5K Buy
1,155
+32
+3% +$1.4K ﹤0.01% 1454
2023
Q3
$51.5K Buy
1,123
+21
+2% +$963 ﹤0.01% 1376
2023
Q2
$55K Sell
1,102
-181
-14% -$9.03K ﹤0.01% 1370
2023
Q1
$68.8K Sell
1,283
-70
-5% -$3.75K ﹤0.01% 1230
2022
Q4
$92.6K Buy
1,353
+72
+6% +$4.93K ﹤0.01% 1048
2022
Q3
$78K Buy
1,281
+29
+2% +$1.77K ﹤0.01% 1078
2022
Q2
$43K Buy
1,252
+176
+16% +$6.05K ﹤0.01% 1369
2022
Q1
$46K Buy
1,076
+4
+0.4% +$171 ﹤0.01% 1408
2021
Q4
$86K Sell
1,072
-1,000
-48% -$80.2K ﹤0.01% 1087
2021
Q3
$102K Buy
2,072
+5
+0.2% +$246 ﹤0.01% 959
2021
Q2
$98K Hold
2,067
﹤0.01% 962
2021
Q1
$72K Buy
2,067
+250
+14% +$8.71K ﹤0.01% 1011
2020
Q4
$54K Sell
1,817
-150
-8% -$4.46K ﹤0.01% 1033
2020
Q3
$35K Buy
1,967
+150
+8% +$2.67K ﹤0.01% 1129
2020
Q2
$27K Sell
1,817
-2,817
-61% -$41.9K ﹤0.01% 1196
2020
Q1
$33K Sell
4,634
-4,000
-46% -$28.5K ﹤0.01% 1048
2019
Q4
$69K Hold
8,634
0.01% 856
2019
Q3
$55K Hold
8,634
﹤0.01% 878
2019
Q2
$57K Buy
+8,634
New +$57K ﹤0.01% 851
2019
Q1
Sell
-5,450
Closed -$53K 1970
2018
Q4
$53K Buy
+5,450
New +$53K ﹤0.01% 817