Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
4,226
-4,153
-50% -$58K ﹤0.01% 2696
2025
Q1
$65K Sell
8,379
-1,720
-17% -$13.3K ﹤0.01% 2605
2024
Q4
$71.5K Hold
10,099
﹤0.01% 2556
2024
Q3
$75.8K Sell
10,099
-200
-2% -$1.5K ﹤0.01% 2532
2024
Q2
$79.5K Sell
10,299
-522
-5% -$4.03K ﹤0.01% 2442
2024
Q1
$96.5K Buy
10,821
+2,729
+34% +$24.3K ﹤0.01% 2380
2023
Q4
$83.3K Buy
+8,092
New +$83.3K ﹤0.01% 2421
2023
Q1
Sell
-149
Closed -$2.12K 4086
2022
Q4
$2.12K Buy
149
+79
+113% +$1.13K ﹤0.01% 3737
2022
Q3
$1K Sell
70
-19
-21% -$271 ﹤0.01% 3910
2022
Q2
$2K Sell
89
-10
-10% -$225 ﹤0.01% 3791
2022
Q1
$5K Sell
99
-45
-31% -$2.27K ﹤0.01% 3577
2021
Q4
$7K Buy
144
+39
+37% +$1.9K ﹤0.01% 3513
2021
Q3
$9K Buy
105
+24
+30% +$2.06K ﹤0.01% 3439
2021
Q2
$6K Sell
81
-13
-14% -$963 ﹤0.01% 3532
2021
Q1
$5K Buy
94
+13
+16% +$691 ﹤0.01% 3463
2020
Q4
$5K Buy
+81
New +$5K ﹤0.01% 3364
2020
Q3
Sell
-78
Closed -$3K 3654
2020
Q2
$3K Buy
+78
New +$3K ﹤0.01% 3349
2019
Q3
Sell
-250
Closed -$7K 3599
2019
Q2
$7K Buy
+250
New +$7K ﹤0.01% 3187