Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-102,949
Closed -$182K 9071
2025
Q1
$182K Buy
102,949
+72,909
+243% +$129K ﹤0.01% 5371
2024
Q4
$54.7K Buy
30,040
+22,082
+277% +$40.2K ﹤0.01% 6026
2024
Q3
$14.1K Sell
7,958
-11,457
-59% -$20.3K ﹤0.01% 6346
2024
Q2
$28.6K Buy
19,415
+15,113
+351% +$22.3K ﹤0.01% 5941
2024
Q1
$5.46K Buy
4,302
+3,160
+277% +$4.01K ﹤0.01% 6366
2023
Q4
$1.8K Sell
1,142
-271
-19% -$428 ﹤0.01% 7005
2023
Q3
$1.64K Sell
1,413
-687
-33% -$797 ﹤0.01% 6725
2023
Q2
$3.44K Sell
2,100
-2,362
-53% -$3.87K ﹤0.01% 6547
2023
Q1
$5.76K Sell
4,462
-7,056
-61% -$9.1K ﹤0.01% 6895
2022
Q4
$17.3K Buy
11,518
+8,157
+243% +$12.2K ﹤0.01% 6664
2022
Q3
$7K Buy
3,361
+1,074
+47% +$2.24K ﹤0.01% 7766
2022
Q2
$6K Sell
2,287
-11,432
-83% -$30K ﹤0.01% 7632
2022
Q1
$66K Sell
13,719
-10,524
-43% -$50.6K ﹤0.01% 5216
2021
Q4
$222K Buy
24,243
+21,588
+813% +$198K ﹤0.01% 4555
2021
Q3
$40K Sell
2,655
-5,610
-68% -$84.5K ﹤0.01% 5406
2021
Q2
$136K Sell
8,265
-2,069
-20% -$34K ﹤0.01% 4607
2021
Q1
$189K Sell
10,334
-769
-7% -$14.1K ﹤0.01% 4560
2020
Q4
$226K Buy
11,103
+3,440
+45% +$70K ﹤0.01% 4203
2020
Q3
$130K Sell
7,663
-45,381
-86% -$770K ﹤0.01% 4217
2020
Q2
$1.35M Buy
+53,044
New +$1.35M ﹤0.01% 2588