Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9K Sell
763
-1,792
-70% -$35K ﹤0.01% 2177
2025
Q1
$44.1K Sell
2,555
-2,988
-54% -$51.6K ﹤0.01% 1635
2024
Q4
$107K Sell
5,543
-77
-1% -$1.49K ﹤0.01% 1201
2024
Q3
$111K Buy
5,620
+275
+5% +$5.43K ﹤0.01% 1161
2024
Q2
$88.9K Buy
5,345
+2,470
+86% +$41.1K ﹤0.01% 1221
2024
Q1
$61.5K Buy
2,875
+261
+10% +$5.58K ﹤0.01% 1434
2023
Q4
$62.9K Buy
2,614
+2,427
+1,298% +$58.4K ﹤0.01% 1355
2023
Q3
$5.21K Buy
187
+35
+23% +$976 ﹤0.01% 2470
2023
Q2
$5.14K Sell
152
-102
-40% -$3.45K ﹤0.01% 2504
2023
Q1
$10.4K Buy
254
+65
+34% +$2.66K ﹤0.01% 2194
2022
Q4
$6.36K Sell
189
-121
-39% -$4.07K ﹤0.01% 2348
2022
Q3
$10K Buy
310
+285
+1,140% +$9.19K ﹤0.01% 2090
2022
Q2
$1K Hold
25
﹤0.01% 2961
2022
Q1
$1K Hold
25
﹤0.01% 3022
2021
Q4
$1K Sell
25
-3,000
-99% -$120K ﹤0.01% 2956
2021
Q3
$126K Buy
3,025
+3,000
+12,000% +$125K ﹤0.01% 863
2021
Q2
$1K Buy
+25
New +$1K ﹤0.01% 2776
2020
Q4
Sell
-1,800
Closed -$44K 2639
2020
Q3
$44K Hold
1,800
﹤0.01% 1042
2020
Q2
$38K Hold
1,800
﹤0.01% 1064
2020
Q1
$27K Buy
1,800
+1,700
+1,700% +$25.5K ﹤0.01% 1123
2019
Q4
$3K Buy
+100
New +$3K ﹤0.01% 1797