Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Buy
+310
New +$23.1K ﹤0.01% 566
2025
Q1
Sell
-106
Closed -$6.57K 722
2024
Q4
$6.57K Sell
106
-662
-86% -$41K ﹤0.01% 378
2024
Q3
$50K Buy
+768
New +$50K 0.01% 127
2023
Q4
Sell
-60
Closed -$3K 533
2023
Q3
$3K Sell
60
-121
-67% -$6.05K ﹤0.01% 339
2023
Q2
$8K Buy
+181
New +$8K ﹤0.01% 656
2023
Q1
Sell
-4,800
Closed -$199K 761
2022
Q4
$199K Sell
4,800
-4,405
-48% -$183K 0.01% 305
2022
Q3
$339K Buy
9,205
+1,805
+24% +$66.5K 0.03% 187
2022
Q2
$308K Sell
7,400
-2,672
-27% -$111K 0.04% 144
2022
Q1
$577K Sell
10,072
-14,434
-59% -$827K 0.06% 114
2021
Q4
$1.63M Buy
24,506
+3,887
+19% +$259K 0.08% 100
2021
Q3
$1.44M Buy
20,619
+3,772
+22% +$263K 0.11% 88
2021
Q2
$1.18M Sell
16,847
-15,053
-47% -$1.06M 0.1% 100
2021
Q1
$1.95M Sell
31,900
-36,300
-53% -$2.22M 0.21% 46
2020
Q4
$3.43M Buy
68,200
+3,000
+5% +$151K 0.29% 34
2020
Q3
$3.4M Buy
+65,200
New +$3.4M 0.36% 19
2020
Q1
Sell
-20,500
Closed -$740K 153
2019
Q4
$740K Buy
+20,500
New +$740K 0.06% 109
2019
Q2
Hold
0
160
2019
Q1
Hold
0
138
2018
Q4
Hold
0
160
2017
Q1
Sell
-42,750
Closed -$1.27M 281
2016
Q4
$1.27M Buy
+42,750
New +$1.27M 0.28% 66
2015
Q2
Sell
-43
Closed -$1K 484
2015
Q1
$1K Sell
43
-52
-55% -$1.21K ﹤0.01% 311
2014
Q4
$2K Buy
+95
New +$2K ﹤0.01% 435
2014
Q3
Hold
0
570
2014
Q2
Hold
0
496