Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.5K Sell
14,152
-13,783
-49% -$47.3K ﹤0.01% 1595
2025
Q1
$106K Sell
27,935
-9,684
-26% -$36.9K ﹤0.01% 1178
2024
Q4
$164K Sell
37,619
-10,985
-23% -$47.9K ﹤0.01% 961
2024
Q3
$325K Buy
48,604
+7,014
+17% +$46.9K 0.01% 667
2024
Q2
$173K Buy
41,590
+9,860
+31% +$41K ﹤0.01% 886
2024
Q1
$143K Buy
31,730
+5,982
+23% +$26.9K ﹤0.01% 1004
2023
Q4
$234K Buy
25,748
+2,456
+11% +$22.3K 0.01% 735
2023
Q3
$211K Buy
23,292
+3,559
+18% +$32.2K 0.01% 727
2023
Q2
$191K Buy
19,733
+7,090
+56% +$68.7K ﹤0.01% 776
2023
Q1
$133K Sell
12,643
-15,821
-56% -$166K ﹤0.01% 901
2022
Q4
$278K Buy
28,464
+5,835
+26% +$56.9K 0.01% 594
2022
Q3
$357K Buy
22,629
+4,162
+23% +$65.7K 0.01% 488
2022
Q2
$401K Buy
18,467
+351
+2% +$7.62K 0.01% 436
2022
Q1
$381K Buy
18,116
+5,127
+39% +$108K 0.01% 494
2021
Q4
$411K Sell
12,989
-3,587
-22% -$114K 0.01% 457
2021
Q3
$591K Sell
16,576
-3,442
-17% -$123K 0.02% 313
2021
Q2
$1.07M Sell
20,018
-1,105
-5% -$58.8K 0.04% 183
2021
Q1
$823K Buy
21,123
+2,779
+15% +$108K 0.04% 197
2020
Q4
$894K Buy
18,344
+7,198
+65% +$351K 0.04% 152
2020
Q3
$237K Buy
11,146
+446
+4% +$9.48K 0.01% 425
2020
Q2
$83K Sell
10,700
-300
-3% -$2.33K 0.01% 750
2020
Q1
$31K Buy
11,000
+300
+3% +$845 ﹤0.01% 1072
2019
Q4
$43K Hold
10,700
﹤0.01% 1026
2019
Q3
$17K Buy
10,700
+10,000
+1,429% +$15.9K ﹤0.01% 1280
2019
Q2
$2K Buy
700
+350
+100% +$1K ﹤0.01% 1771
2019
Q1
$2K Hold
350
﹤0.01% 1784
2018
Q4
$2K Hold
350
﹤0.01% 1731
2018
Q3
$2K Buy
+350
New +$2K ﹤0.01% 1702