Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.7K Sell
10,043
-892
-8% -$1.84K ﹤0.01% 7104
2025
Q1
$18.8K Sell
10,935
-817
-7% -$1.41K ﹤0.01% 6972
2024
Q4
$18.9K Buy
+11,752
New +$18.9K ﹤0.01% 6682
2024
Q3
Sell
-108
Closed -$300 8824
2024
Q2
$300 Sell
108
-466
-81% -$1.29K ﹤0.01% 7828
2024
Q1
$1.91K Buy
574
+148
+35% +$492 ﹤0.01% 6850
2023
Q4
$1.21K Buy
426
+407
+2,142% +$1.16K ﹤0.01% 7160
2023
Q3
$52 Sell
19
-387
-95% -$1.06K ﹤0.01% 7849
2023
Q2
$2.57K Buy
+406
New +$2.57K ﹤0.01% 6647
2023
Q1
Sell
-268
Closed -$8.8K 9108
2022
Q4
$8.8K Sell
268
-56
-17% -$1.84K ﹤0.01% 7536
2022
Q3
$11K Buy
+324
New +$11K ﹤0.01% 7235
2022
Q2
Sell
-133
Closed -$5K 9807
2022
Q1
$5K Buy
+133
New +$5K ﹤0.01% 8117
2021
Q4
Sell
-175
Closed -$5K 9455
2021
Q3
$5K Sell
175
-3,371
-95% -$96.3K ﹤0.01% 7416
2021
Q2
$245K Buy
3,546
+111
+3% +$7.67K ﹤0.01% 4204
2021
Q1
$295K Buy
3,435
+3,202
+1,374% +$275K ﹤0.01% 4252
2020
Q4
$17K Buy
233
+188
+418% +$13.7K ﹤0.01% 6051
2020
Q3
$3K Buy
+45
New +$3K ﹤0.01% 6684
2020
Q2
Sell
-8
Closed -$1K 7355
2020
Q1
$1K Sell
8
-37
-82% -$4.63K ﹤0.01% 6882
2019
Q4
$8K Sell
45
-13
-22% -$2.31K ﹤0.01% 6330
2019
Q3
$16K Buy
58
+40
+222% +$11K ﹤0.01% 5921
2019
Q2
$8K Buy
+18
New +$8K ﹤0.01% 6327