Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.6K Sell
1,134
-331
-23% -$6K ﹤0.01% 2035
2025
Q1
$29.4K Sell
1,465
-116
-7% -$2.33K ﹤0.01% 1849
2024
Q4
$33.3K Sell
1,581
-143
-8% -$3.02K ﹤0.01% 1784
2024
Q3
$41.9K Buy
1,724
+104
+6% +$2.53K ﹤0.01% 1664
2024
Q2
$35.5K Sell
1,620
-41
-2% -$897 ﹤0.01% 1682
2024
Q1
$34.1K Sell
1,661
-776
-32% -$15.9K ﹤0.01% 1742
2023
Q4
$53.4K Buy
2,437
+279
+13% +$6.11K ﹤0.01% 1426
2023
Q3
$45.8K Buy
2,158
+242
+13% +$5.14K ﹤0.01% 1431
2023
Q2
$39K Sell
1,916
-479
-20% -$9.76K ﹤0.01% 1555
2023
Q1
$50.5K Buy
2,395
+806
+51% +$17K ﹤0.01% 1386
2022
Q4
$35.2K Sell
1,589
-154
-9% -$3.41K ﹤0.01% 1529
2022
Q3
$35K Sell
1,743
-194
-10% -$3.9K ﹤0.01% 1456
2022
Q2
$39K Buy
1,937
+519
+37% +$10.5K ﹤0.01% 1420
2022
Q1
$26K Buy
1,418
+862
+155% +$15.8K ﹤0.01% 1702
2021
Q4
$11K Sell
556
-1,335
-71% -$26.4K ﹤0.01% 2073
2021
Q3
$36K Buy
1,891
+189
+11% +$3.6K ﹤0.01% 1472
2021
Q2
$37K Buy
1,702
+1,331
+359% +$28.9K ﹤0.01% 1414
2021
Q1
$8K Buy
371
+236
+175% +$5.09K ﹤0.01% 1935
2020
Q4
$2K Buy
135
+25
+23% +$370 ﹤0.01% 2241
2020
Q3
$2K Buy
110
+51
+86% +$927 ﹤0.01% 2181
2020
Q2
$1K Sell
59
-167
-74% -$2.83K ﹤0.01% 2273
2020
Q1
$4K Buy
226
+121
+115% +$2.14K ﹤0.01% 1724
2019
Q4
$2K Hold
105
﹤0.01% 1861
2019
Q3
$2K Sell
105
-101
-49% -$1.92K ﹤0.01% 1794
2019
Q2
$4K Buy
+206
New +$4K ﹤0.01% 1600
2018
Q4
Sell
-500
Closed -$10K 1960
2018
Q3
$10K Buy
+500
New +$10K ﹤0.01% 1378