Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Sell
17,377
-313
-2% -$413 ﹤0.01% 1188
2025
Q1
$20.5K Sell
17,690
-16,452
-48% -$19.1K ﹤0.01% 1087
2024
Q4
$71.4K Buy
+34,142
New +$71.4K 0.01% 963
2024
Q3
Sell
-99,329
Closed -$55.3K 1838
2024
Q2
$55.3K Sell
99,329
-24,540
-20% -$13.7K ﹤0.01% 1130
2024
Q1
$95.2K Buy
+123,869
New +$95.2K ﹤0.01% 1004
2023
Q4
Sell
-55,584
Closed -$66.1K 1694
2023
Q3
$66.1K Buy
55,584
+11,062
+25% +$13.2K ﹤0.01% 909
2023
Q2
$67.7K Buy
+44,522
New +$67.7K ﹤0.01% 849
2023
Q1
Sell
-47,240
Closed -$89.8K 1579
2022
Q4
$89.8K Buy
47,240
+6,578
+16% +$12.5K ﹤0.01% 891
2022
Q3
$93K Buy
+40,662
New +$93K ﹤0.01% 909
2021
Q4
Sell
-12,120
Closed -$80K 1179
2021
Q3
$80K Buy
+12,120
New +$80K ﹤0.01% 660
2021
Q1
Sell
-18,730
Closed -$80K 774
2020
Q4
$80K Sell
18,730
-41,831
-69% -$179K ﹤0.01% 545
2020
Q3
$61K Buy
+60,561
New +$61K ﹤0.01% 422
2018
Q4
Sell
-19,954
Closed -$79K 1370
2018
Q3
$79K Buy
19,954
+8,947
+81% +$35.4K ﹤0.01% 969
2018
Q2
$42K Buy
11,007
+10,018
+1,013% +$38.2K ﹤0.01% 943
2018
Q1
$9K Buy
+989
New +$9K ﹤0.01% 1105
2017
Q4
Sell
-1,756
Closed -$22K 1181
2017
Q3
$22K Buy
1,756
+796
+83% +$9.97K ﹤0.01% 775
2017
Q2
$13K Buy
+960
New +$13K ﹤0.01% 800
2017
Q1
Sell
-333
Closed -$23K 969
2016
Q4
$23K Buy
+333
New +$23K 0.01% 646