Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
4,843
+1,208
+33% +$68.7K ﹤0.01% 1848
2025
Q1
$181K Buy
3,635
+3,558
+4,621% +$177K ﹤0.01% 2061
2024
Q4
$5.38K Hold
77
﹤0.01% 3626
2024
Q3
$5.34K Hold
77
﹤0.01% 3543
2024
Q2
$4.54K Hold
77
﹤0.01% 3536
2024
Q1
$3.75K Buy
+77
New +$3.75K ﹤0.01% 3579
2023
Q3
Sell
-52
Closed -$1.7K 4046
2023
Q2
$1.7K Hold
52
﹤0.01% 3690
2023
Q1
$1.3K Sell
52
-53
-50% -$1.33K ﹤0.01% 3813
2022
Q4
$1.98K Sell
105
-223
-68% -$4.2K ﹤0.01% 3762
2022
Q3
$7K Sell
328
-1,813
-85% -$38.7K ﹤0.01% 3483
2022
Q2
$37K Buy
2,141
+482
+29% +$8.33K ﹤0.01% 2740
2022
Q1
$37K Buy
1,659
+581
+54% +$13K ﹤0.01% 2767
2021
Q4
$32K Buy
1,078
+92
+9% +$2.73K ﹤0.01% 2861
2021
Q3
$29K Sell
986
-180
-15% -$5.29K ﹤0.01% 2923
2021
Q2
$39K Buy
1,166
+108
+10% +$3.61K ﹤0.01% 2778
2021
Q1
$23K Sell
1,058
-1,345
-56% -$29.2K ﹤0.01% 2955
2020
Q4
$47K Sell
2,403
-476
-17% -$9.31K ﹤0.01% 2528
2020
Q3
$44K Hold
2,879
﹤0.01% 2440
2020
Q2
$46K Hold
2,879
﹤0.01% 2421
2020
Q1
$30K Buy
2,879
+477
+20% +$4.97K ﹤0.01% 2525
2019
Q4
$49K Sell
2,402
-923
-28% -$18.8K ﹤0.01% 2483
2019
Q3
$48K Hold
3,325
﹤0.01% 2491
2019
Q2
$46K Buy
3,325
+844
+34% +$11.7K ﹤0.01% 2565
2019
Q1
$31K Buy
+2,481
New +$31K ﹤0.01% 2693
2015
Q1
Sell
-562
Closed -$5K 3613
2014
Q4
$5K Buy
+562
New +$5K ﹤0.01% 3282