Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.6K Sell
12,522
-3,343
-21% -$19.4K ﹤0.01% 1388
2025
Q1
$77.1K Sell
15,865
-1,437
-8% -$6.98K ﹤0.01% 1339
2024
Q4
$133K Buy
17,302
+21
+0.1% +$162 ﹤0.01% 1073
2024
Q3
$110K Buy
17,281
+1,196
+7% +$7.63K ﹤0.01% 1165
2024
Q2
$86.9K Buy
16,085
+384
+2% +$2.07K ﹤0.01% 1235
2024
Q1
$108K Buy
15,701
+1,195
+8% +$8.21K ﹤0.01% 1136
2023
Q4
$79.3K Buy
14,506
+6,843
+89% +$37.4K ﹤0.01% 1234
2023
Q3
$25.8K Buy
7,663
+3,085
+67% +$10.4K ﹤0.01% 1721
2023
Q2
$30.6K Buy
4,578
+705
+18% +$4.72K ﹤0.01% 1676
2023
Q1
$29.8K Sell
3,873
-62
-2% -$477 ﹤0.01% 1653
2022
Q4
$33.2K Buy
3,935
+21
+0.5% +$177 ﹤0.01% 1560
2022
Q3
$36K Buy
3,914
+1,845
+89% +$17K ﹤0.01% 1443
2022
Q2
$16K Sell
2,069
-147
-7% -$1.14K ﹤0.01% 1897
2022
Q1
$11K Sell
2,216
-285
-11% -$1.42K ﹤0.01% 2115
2021
Q4
$17K Buy
2,501
+2,317
+1,259% +$15.7K ﹤0.01% 1859
2021
Q3
$2K Buy
184
+96
+109% +$1.04K ﹤0.01% 2702
2021
Q2
$1K Buy
+88
New +$1K ﹤0.01% 2818
2020
Q4
Sell
-150
Closed -$1K 2683
2020
Q3
$1K Buy
150
+50
+50% +$333 ﹤0.01% 2482
2020
Q2
$0 Buy
+100
New ﹤0.01% 2638