Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.1K Sell
1,036
-62
-6% -$5.45K ﹤0.01% 1274
2025
Q1
$77.3K Sell
1,098
-28
-2% -$1.97K ﹤0.01% 1337
2024
Q4
$83.7K Sell
1,126
-12
-1% -$892 ﹤0.01% 1320
2024
Q3
$85K Sell
1,138
-168
-13% -$12.5K ﹤0.01% 1297
2024
Q2
$78.3K Sell
1,306
-394
-23% -$23.6K ﹤0.01% 1285
2024
Q1
$111K Buy
1,700
+162
+11% +$10.6K ﹤0.01% 1126
2023
Q4
$141K Buy
1,538
+87
+6% +$7.97K ﹤0.01% 945
2023
Q3
$102K Buy
1,451
+64
+5% +$4.52K ﹤0.01% 1045
2023
Q2
$88.7K Sell
1,387
-35
-2% -$2.24K ﹤0.01% 1120
2023
Q1
$93.6K Sell
1,422
-277
-16% -$18.2K ﹤0.01% 1073
2022
Q4
$69.1K Buy
1,699
+282
+20% +$11.5K ﹤0.01% 1184
2022
Q3
$80K Sell
1,417
-279
-16% -$15.8K ﹤0.01% 1067
2022
Q2
$139K Buy
1,696
+157
+10% +$12.9K ﹤0.01% 832
2022
Q1
$193K Buy
1,539
+382
+33% +$47.9K 0.01% 724
2021
Q4
$264K Buy
1,157
+424
+58% +$96.7K 0.01% 610
2021
Q3
$230K Buy
733
+146
+25% +$45.8K 0.01% 632
2021
Q2
$270K Buy
587
+57
+11% +$26.2K 0.01% 552
2021
Q1
$173K Buy
530
+324
+157% +$106K 0.01% 658
2020
Q4
$68K Buy
206
+124
+151% +$40.9K ﹤0.01% 945
2020
Q3
$15K Buy
82
+25
+44% +$4.57K ﹤0.01% 1488
2020
Q2
$7K Sell
57
-70
-55% -$8.6K ﹤0.01% 1697
2020
Q1
$11K Buy
127
+119
+1,488% +$10.3K ﹤0.01% 1440
2019
Q4
$1K Buy
8
+6
+300% +$750 ﹤0.01% 2078
2019
Q3
$0 Hold
2
﹤0.01% 2184
2019
Q2
$0 Sell
2
-100
-98% ﹤0.01% 2139
2019
Q1
$7K Buy
+102
New +$7K ﹤0.01% 1518
2018
Q4
Sell
-650
Closed -$47K 2047
2018
Q3
$47K Buy
+650
New +$47K ﹤0.01% 907