Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6K Sell
400
-1,533
-79% -$44.4K ﹤0.01% 3908
2025
Q1
$55.5K Sell
1,933
-1,050
-35% -$30.1K ﹤0.01% 2161
2024
Q4
$134K Buy
2,983
+949
+47% +$42.5K ﹤0.01% 1984
2024
Q3
$89.9K Buy
+2,034
New +$89.9K ﹤0.01% 2320
2024
Q2
Sell
-2,943
Closed -$144K 5735
2024
Q1
$144K Sell
2,943
-2,164
-42% -$106K ﹤0.01% 1624
2023
Q4
$247K Buy
5,107
+3,468
+212% +$168K ﹤0.01% 1925
2023
Q3
$66.4K Buy
1,639
+571
+53% +$23.1K ﹤0.01% 2312
2023
Q2
$42.3K Sell
1,068
-1,808
-63% -$71.6K ﹤0.01% 2700
2023
Q1
$117K Buy
2,876
+1,795
+166% +$73K ﹤0.01% 1719
2022
Q4
$36K Sell
1,081
-259
-19% -$8.63K ﹤0.01% 2583
2022
Q3
$37K Sell
1,340
-3,292
-71% -$90.9K ﹤0.01% 3420
2022
Q2
$133K Buy
4,632
+2,190
+90% +$62.9K ﹤0.01% 2070
2022
Q1
$127K Buy
2,442
+139
+6% +$7.23K ﹤0.01% 2035
2021
Q4
$153K Buy
2,303
+1,543
+203% +$103K ﹤0.01% 1958
2021
Q3
$56K Sell
760
-161
-17% -$11.9K ﹤0.01% 2856
2021
Q2
$55K Sell
921
-829
-47% -$49.5K ﹤0.01% 2944
2021
Q1
$75K Buy
+1,750
New +$75K ﹤0.01% 2802