Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,097
Closed -$3.16K 9406
2025
Q1
$3.16K Sell
3,097
-315
-9% -$321 ﹤0.01% 7928
2024
Q4
$5.15K Buy
3,412
+2,182
+177% +$3.3K ﹤0.01% 7451
2024
Q3
$2.13K Sell
1,230
-8,561
-87% -$14.8K ﹤0.01% 7277
2024
Q2
$17.6K Buy
9,791
+9,308
+1,927% +$16.8K ﹤0.01% 6236
2024
Q1
$816 Sell
483
-928
-66% -$1.57K ﹤0.01% 7178
2023
Q4
$2.46K Buy
+1,411
New +$2.46K ﹤0.01% 6892
2023
Q3
Sell
-991
Closed -$3.98K 8740
2023
Q2
$3.98K Sell
991
-181
-15% -$727 ﹤0.01% 6499
2023
Q1
$8.46K Buy
+1,172
New +$8.46K ﹤0.01% 6625
2022
Q4
Sell
-920
Closed -$14K 9862
2022
Q3
$14K Buy
920
+870
+1,740% +$13.2K ﹤0.01% 6835
2022
Q2
$1K Sell
50
-286
-85% -$5.72K ﹤0.01% 8939
2022
Q1
$7K Sell
336
-554
-62% -$11.5K ﹤0.01% 7796
2021
Q4
$36K Buy
890
+840
+1,680% +$34K ﹤0.01% 6108
2021
Q3
$1K Hold
50
﹤0.01% 8105
2021
Q2
$2K Sell
50
-5
-9% -$200 ﹤0.01% 7878
2021
Q1
$2K Buy
55
+5
+10% +$182 ﹤0.01% 7611
2020
Q4
$1K Buy
+50
New +$1K ﹤0.01% 7230
2020
Q3
Sell
-144
Closed -$12K 7425
2020
Q2
$12K Sell
144
-530
-79% -$44.2K ﹤0.01% 6049
2020
Q1
$8K Buy
+674
New +$8K ﹤0.01% 6177
2019
Q4
Hold
0
7216
2019
Q3
Sell
-56
Closed -$7K 7187
2019
Q2
$7K Buy
56
+12
+27% +$1.5K ﹤0.01% 6379
2019
Q1
$6K Buy
+44
New +$6K ﹤0.01% 6266
2018
Q4
Sell
-16
Closed -$3K 7245
2018
Q3
$3K Buy
16
+6
+60% +$1.13K ﹤0.01% 6744
2018
Q2
$4K Buy
10
+9
+900% +$3.6K ﹤0.01% 6639
2018
Q1
$1K Buy
+1
New +$1K ﹤0.01% 6772
2017
Q4
Sell
-2
Closed -$2K 7001
2017
Q3
$2K Buy
+2
New +$2K ﹤0.01% 6564
2017
Q2
Hold
0
6888
2017
Q1
Hold
0
6848
2016
Q4
Sell
-2
Closed -$6K 6918
2016
Q3
$6K Sell
2
-3
-60% -$9K ﹤0.01% 6139
2016
Q2
$11K Buy
+5
New +$11K ﹤0.01% 5846