Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2761
2025
Q1
Hold
0
2695
2024
Q4
Sell
-917
Closed -$3K 2762
2024
Q3
$3K Buy
+917
New +$3K ﹤0.01% 1938
2024
Q2
Sell
-148
Closed 2728
2024
Q1
$0 Sell
148
-1,159
-89% ﹤0.01% 2693
2023
Q4
$5K Sell
1,307
-1,771
-58% -$6.78K ﹤0.01% 1971
2023
Q3
$12K Buy
3,078
+1,707
+125% +$6.66K ﹤0.01% 1602
2023
Q2
$6K Sell
1,371
-27,282
-95% -$119K ﹤0.01% 1877
2023
Q1
$243K Buy
28,653
+13,713
+92% +$116K ﹤0.01% 736
2022
Q4
$80K Buy
14,940
+13,773
+1,180% +$73.8K ﹤0.01% 1112
2022
Q3
$4K Sell
1,167
-4,687
-80% -$16.1K ﹤0.01% 2242
2022
Q2
$28K Buy
5,854
+4,544
+347% +$21.7K ﹤0.01% 1640
2022
Q1
$9K Buy
+1,310
New +$9K ﹤0.01% 2306
2021
Q4
Hold
0
3244
2021
Q3
Hold
0
2990
2021
Q2
Sell
-8,234
Closed -$196K 3047
2021
Q1
$196K Buy
8,234
+1,218
+17% +$29K ﹤0.01% 1104
2020
Q4
$186K Buy
+7,016
New +$186K ﹤0.01% 1038