Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.2K Buy
+231
New +$70.2K 0.01% 436
2024
Q4
$354K Sell
1,205
-265
-18% -$77.8K 0.03% 246
2024
Q3
$337K Hold
1,470
0.03% 242
2024
Q2
$297K Sell
1,470
-15
-1% -$3.03K 0.03% 244
2024
Q1
$290K Sell
1,485
-1,972
-57% -$385K 0.03% 235
2023
Q4
$534K Sell
3,457
-16,748
-83% -$2.59M 0.07% 178
2023
Q3
$2.61M Sell
20,205
-2,577
-11% -$333K 0.34% 87
2023
Q2
$3.12M Buy
22,782
+1,611
+8% +$220K 0.4% 75
2023
Q1
$2.68M Buy
21,171
+214
+1% +$27.1K 0.41% 72
2022
Q4
$2.16M Sell
20,957
-6,663
-24% -$688K 0.4% 78
2022
Q3
$2.24M Sell
27,620
-23
-0.1% -$1.87K 0.48% 65
2022
Q2
$2.51M Sell
27,643
-106
-0.4% -$9.62K 0.54% 58
2022
Q1
$3.08M Sell
27,749
-1,082
-4% -$120K 0.6% 47
2021
Q4
$4.04M Buy
+28,831
New +$4.04M 0.77% 35
2019
Q2
Sell
-58
Closed -$7K 809
2019
Q1
$7K Buy
+58
New +$7K ﹤0.01% 601
2018
Q2
Sell
-53
Closed -$6K 815
2018
Q1
$6K Buy
+53
New +$6K ﹤0.01% 622