Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.2K Sell
1,744
-357
-17% -$6.18K ﹤0.01% 1860
2025
Q1
$33.8K Sell
2,101
-603
-22% -$9.71K ﹤0.01% 1774
2024
Q4
$41.6K Sell
2,704
-1,781
-40% -$27.4K ﹤0.01% 1676
2024
Q3
$78.4K Sell
4,485
-137
-3% -$2.4K ﹤0.01% 1336
2024
Q2
$70.4K Sell
4,622
-1,223
-21% -$18.6K ﹤0.01% 1340
2024
Q1
$93.8K Hold
5,845
﹤0.01% 1228
2023
Q4
$99.4K Sell
5,845
-13,069
-69% -$222K ﹤0.01% 1105
2023
Q3
$273K Sell
18,914
-6,598
-26% -$95.4K 0.01% 624
2023
Q2
$384K Buy
25,512
+11,558
+83% +$174K 0.01% 534
2023
Q1
$210K Buy
13,954
+10,781
+340% +$162K 0.01% 711
2022
Q4
$60.2K Buy
3,173
+2,661
+520% +$50.5K ﹤0.01% 1264
2022
Q3
$10K Sell
512
-631
-55% -$12.3K ﹤0.01% 2083
2022
Q2
$27K Sell
1,143
-1,084
-49% -$25.6K ﹤0.01% 1625
2022
Q1
$65K Sell
2,227
-65
-3% -$1.9K ﹤0.01% 1239
2021
Q4
$66K Buy
2,292
+1,098
+92% +$31.6K ﹤0.01% 1210
2021
Q3
$35K Sell
1,194
-208
-15% -$6.1K ﹤0.01% 1488
2021
Q2
$44K Buy
1,402
+1,037
+284% +$32.5K ﹤0.01% 1331
2021
Q1
$12K Buy
365
+20
+6% +$658 ﹤0.01% 1771
2020
Q4
$11K Buy
345
+37
+12% +$1.18K ﹤0.01% 1659
2020
Q3
$8K Buy
308
+4
+1% +$104 ﹤0.01% 1719
2020
Q2
$9K Buy
304
+123
+68% +$3.64K ﹤0.01% 1600
2020
Q1
$6K Buy
181
+145
+403% +$4.81K ﹤0.01% 1627
2019
Q4
$1K Hold
36
﹤0.01% 2038
2019
Q3
$1K Hold
36
﹤0.01% 1957
2019
Q2
$1K Hold
36
﹤0.01% 1894
2019
Q1
$1K Sell
36
-2
-5% -$56 ﹤0.01% 1864
2018
Q4
$1K Buy
38
+8
+27% +$211 ﹤0.01% 1824
2018
Q3
$1K Sell
30
-8
-21% -$267 ﹤0.01% 1802
2018
Q2
$1K Sell
38
-2
-5% -$53 ﹤0.01% 1813
2018
Q1
$1K Buy
+40
New +$1K ﹤0.01% 1652