Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.7K Sell
21,758
-64,820
-75% -$196K 0.01% 1089
2025
Q1
$265K Buy
+86,578
New +$265K 0.04% 670
2024
Q4
Sell
-26,062
Closed -$84.4K 2334
2024
Q3
$84.4K Buy
+26,062
New +$84.4K ﹤0.01% 1073
2023
Q4
Sell
-20,410
Closed -$49.4K 2155
2023
Q3
$49.4K Buy
+20,410
New +$49.4K ﹤0.01% 943
2023
Q2
Sell
-22,086
Closed -$49.6K 1976
2023
Q1
$49.6K Sell
22,086
-9,274
-30% -$20.8K ﹤0.01% 982
2022
Q4
$73.1K Buy
31,360
+2,918
+10% +$6.8K ﹤0.01% 918
2022
Q3
$67K Buy
+28,442
New +$67K ﹤0.01% 945
2021
Q4
Sell
-42,160
Closed -$186K 1454
2021
Q3
$186K Buy
+42,160
New +$186K 0.01% 579
2021
Q2
Sell
-39,548
Closed -$125K 1100
2021
Q1
$125K Buy
+39,548
New +$125K 0.01% 454
2020
Q2
Sell
-28,660
Closed -$44K 1108
2020
Q1
$44K Sell
28,660
-41,162
-59% -$63.2K ﹤0.01% 516
2019
Q4
$131K Buy
69,822
+3,516
+5% +$6.6K ﹤0.01% 646
2019
Q3
$121K Sell
66,306
-8
-0% -$15 ﹤0.01% 615
2019
Q2
$144K Buy
+66,314
New +$144K ﹤0.01% 627
2018
Q3
Sell
-113,445
Closed -$204K 1664
2018
Q2
$204K Buy
+113,445
New +$204K ﹤0.01% 809
2018
Q1
Sell
-81,501
Closed -$167K 1647
2017
Q4
$167K Buy
+81,501
New +$167K ﹤0.01% 658
2017
Q3
Sell
-65,877
Closed -$128K 1218
2017
Q2
$128K Buy
+65,877
New +$128K 0.02% 626