Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-561
Closed -$16K 4267
2025
Q1
$16K Buy
561
+497
+777% +$14.2K ﹤0.01% 1639
2024
Q4
$2K Sell
64
-719
-92% -$22.5K ﹤0.01% 2201
2024
Q3
$33K Sell
783
-409
-34% -$17.2K ﹤0.01% 1400
2024
Q2
$42K Sell
1,192
-6,847
-85% -$241K ﹤0.01% 1420
2024
Q1
$434K Buy
8,039
+4,999
+164% +$270K ﹤0.01% 704
2023
Q4
$163K Buy
+3,040
New +$163K ﹤0.01% 1020
2023
Q3
Hold
0
4220
2023
Q2
Hold
0
4251
2023
Q1
Hold
0
4285
2022
Q4
Hold
0
4364
2022
Q3
Sell
-2,071
Closed -$95K 4441
2022
Q2
$95K Buy
2,071
+348
+20% +$16K ﹤0.01% 1169
2022
Q1
$90K Buy
+1,723
New +$90K ﹤0.01% 1460
2021
Q4
Hold
0
4436
2021
Q3
Hold
0
3892
2021
Q2
Hold
0
4055
2021
Q1
Hold
0
3860
2020
Q4
Sell
-3,797
Closed -$99K 3535
2020
Q3
$99K Sell
3,797
-69
-2% -$1.8K ﹤0.01% 1109
2020
Q2
$60K Buy
3,866
+1,181
+44% +$18.3K ﹤0.01% 1176
2020
Q1
$26K Buy
+2,685
New +$26K ﹤0.01% 1384
2019
Q4
Hold
0
3120