Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.5K Sell
5,730
-2,385
-29% -$22.7K ﹤0.01% 2741
2025
Q1
$98.6K Buy
8,115
+143
+2% +$1.74K ﹤0.01% 2399
2024
Q4
$112K Sell
7,972
-172
-2% -$2.42K ﹤0.01% 2338
2024
Q3
$141K Sell
8,144
-726
-8% -$12.6K ﹤0.01% 2216
2024
Q2
$146K Buy
8,870
+8,862
+110,775% +$146K ﹤0.01% 2158
2024
Q1
$147 Buy
+8
New +$147 ﹤0.01% 3904
2023
Q4
Sell
-45
Closed -$795 4034
2023
Q3
$795 Sell
45
-4,135
-99% -$73.1K ﹤0.01% 3781
2023
Q2
$81.6K Buy
4,180
+111
+3% +$2.17K ﹤0.01% 2267
2023
Q1
$79K Buy
4,069
+880
+28% +$17.1K ﹤0.01% 2300
2022
Q4
$67.9K Buy
3,189
+144
+5% +$3.07K ﹤0.01% 2364
2022
Q3
$67K Buy
3,045
+1,129
+59% +$24.8K ﹤0.01% 2380
2022
Q2
$47K Sell
1,916
-60
-3% -$1.47K ﹤0.01% 2612
2022
Q1
$68K Buy
1,976
+671
+51% +$23.1K ﹤0.01% 2457
2021
Q4
$49K Sell
1,305
-150
-10% -$5.63K ﹤0.01% 2659
2021
Q3
$56K Buy
1,455
+750
+106% +$28.9K ﹤0.01% 2583
2021
Q2
$24K Buy
705
+49
+7% +$1.67K ﹤0.01% 3026
2021
Q1
$23K Sell
656
-545
-45% -$19.1K ﹤0.01% 2952
2020
Q4
$36K Sell
1,201
-104
-8% -$3.12K ﹤0.01% 2634
2020
Q3
$49K Buy
+1,305
New +$49K ﹤0.01% 2389