Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
12,892
-7,995
-38% -$3.1K ﹤0.01% 2041
2025
Q1
$8K Sell
20,887
-49,470
-70% -$18.9K ﹤0.01% 1834
2024
Q4
$46K Buy
70,357
+22,115
+46% +$14.5K ﹤0.01% 1443
2024
Q3
$40K Sell
48,242
-50,034
-51% -$41.5K ﹤0.01% 1345
2024
Q2
$65K Buy
98,276
+52,358
+114% +$34.6K ﹤0.01% 1273
2024
Q1
$59K Buy
45,918
+3,379
+8% +$4.34K ﹤0.01% 1363
2023
Q4
$24K Buy
42,539
+545
+1% +$307 ﹤0.01% 1607
2023
Q3
$31K Buy
41,994
+38,583
+1,131% +$28.5K ﹤0.01% 1349
2023
Q2
$2K Buy
3,411
+3,255
+2,087% +$1.91K ﹤0.01% 2133
2023
Q1
$0 Sell
156
-23,329
-99% ﹤0.01% 4215
2022
Q4
$22K Sell
23,485
-19,913
-46% -$18.7K ﹤0.01% 1578
2022
Q3
$94K Buy
43,398
+19,187
+79% +$41.6K ﹤0.01% 1174
2022
Q2
$84K Sell
24,211
-3,304
-12% -$11.5K ﹤0.01% 1211
2022
Q1
$138K Sell
27,515
-2,646
-9% -$13.3K ﹤0.01% 1269
2021
Q4
$189K Sell
30,161
-22,117
-42% -$139K ﹤0.01% 1225
2021
Q3
$401K Buy
52,278
+8,612
+20% +$66.1K ﹤0.01% 947
2021
Q2
$327K Buy
43,666
+2,699
+7% +$20.2K ﹤0.01% 1063
2021
Q1
$247K Buy
+40,967
New +$247K ﹤0.01% 990
2020
Q4
Sell
-5,717
Closed 3481
2020
Q3
$0 Buy
+5,717
New ﹤0.01% 3318
2016
Q3
Hold
0
2770
2016
Q2
Hold
0
2764
2016
Q1
Sell
-182
Closed -$3K 2683
2015
Q4
$3K Buy
+182
New +$3K ﹤0.01% 1554
2015
Q2
Sell
-3
Closed 2636
2015
Q1
$0 Buy
+3
New ﹤0.01% 2500