Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
8,492
+784
+10% +$12.6K ﹤0.01% 1089
2025
Q1
$80.7K Buy
7,708
+924
+14% +$9.68K ﹤0.01% 1317
2024
Q4
$54.1K Sell
6,784
-1,288
-16% -$10.3K ﹤0.01% 1540
2024
Q3
$90.9K Buy
8,072
+102
+1% +$1.15K ﹤0.01% 1259
2024
Q2
$95.5K Buy
7,970
+415
+5% +$4.98K ﹤0.01% 1178
2024
Q1
$125K Buy
7,555
+406
+6% +$6.74K ﹤0.01% 1071
2023
Q4
$129K Buy
7,149
+2,235
+45% +$40.3K ﹤0.01% 984
2023
Q3
$52.4K Sell
4,914
-856
-15% -$9.13K ﹤0.01% 1364
2023
Q2
$73.5K Buy
5,770
+177
+3% +$2.26K ﹤0.01% 1224
2023
Q1
$53.3K Buy
5,593
+2,371
+74% +$22.6K ﹤0.01% 1355
2022
Q4
$30.4K Buy
3,222
+1,242
+63% +$11.7K ﹤0.01% 1604
2022
Q3
$19K Buy
1,980
+684
+53% +$6.56K ﹤0.01% 1764
2022
Q2
$10K Sell
1,296
-1,574
-55% -$12.1K ﹤0.01% 2119
2022
Q1
$34K Sell
2,870
-1,678
-37% -$19.9K ﹤0.01% 1565
2021
Q4
$77K Buy
4,548
+4,526
+20,573% +$76.6K ﹤0.01% 1141
2021
Q3
$1K Hold
22
﹤0.01% 2919
2021
Q2
$1K Buy
+22
New +$1K ﹤0.01% 2820
2020
Q3
Sell
-300
Closed -$12K 2733
2020
Q2
$12K Hold
300
﹤0.01% 1508
2020
Q1
$7K Hold
300
﹤0.01% 1588
2019
Q4
$12K Hold
300
﹤0.01% 1422
2019
Q3
$10K Hold
300
﹤0.01% 1443
2019
Q2
$9K Buy
+300
New +$9K ﹤0.01% 1445