Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.5K Sell
3,001
-25,071
-89% -$330K ﹤0.01% 6667
2025
Q1
$266K Buy
28,072
+601
+2% +$5.69K ﹤0.01% 5114
2024
Q4
$259K Buy
27,471
+25,812
+1,556% +$243K ﹤0.01% 5110
2024
Q3
$15.3K Buy
1,659
+1,066
+180% +$9.85K ﹤0.01% 6307
2024
Q2
$3.6K Sell
593
-1,540
-72% -$9.35K ﹤0.01% 7032
2024
Q1
$11.3K Sell
2,133
-7,055
-77% -$37.3K ﹤0.01% 6015
2023
Q4
$59.5K Buy
+9,188
New +$59.5K ﹤0.01% 5249
2022
Q4
Sell
-333
Closed -$1K 9524
2022
Q3
$1K Sell
333
-33
-9% -$99 ﹤0.01% 8822
2022
Q2
$2K Sell
366
-480
-57% -$2.62K ﹤0.01% 8469
2022
Q1
$7K Buy
846
+104
+14% +$861 ﹤0.01% 7750
2021
Q4
$6K Buy
+742
New +$6K ﹤0.01% 8130
2021
Q2
Sell
-1,026
Closed -$9K 8270
2021
Q1
$9K Buy
1,026
+67
+7% +$588 ﹤0.01% 6960
2020
Q4
$7K Buy
959
+342
+55% +$2.5K ﹤0.01% 6648
2020
Q3
$4K Buy
617
+165
+37% +$1.07K ﹤0.01% 6507
2020
Q2
$3K Buy
452
+51
+13% +$338 ﹤0.01% 6664
2020
Q1
$3K Buy
401
+31
+8% +$232 ﹤0.01% 6544
2019
Q4
$4K Buy
+370
New +$4K ﹤0.01% 6567
2019
Q3
Sell
-2,128
Closed -$22K 7004
2019
Q2
$22K Buy
+2,128
New +$22K ﹤0.01% 5669