Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Sell
1,727
-297
-15% -$10.5K ﹤0.01% 2680
2025
Q1
$70.9K Buy
2,024
+948
+88% +$33.2K ﹤0.01% 2562
2024
Q4
$57.4K Sell
1,076
-1,962
-65% -$105K ﹤0.01% 2669
2024
Q3
$117K Sell
3,038
-192
-6% -$7.39K ﹤0.01% 2309
2024
Q2
$116K Buy
3,230
+2,170
+205% +$78.2K ﹤0.01% 2258
2024
Q1
$33.7K Hold
1,060
﹤0.01% 2880
2023
Q4
$28.6K Hold
1,060
﹤0.01% 2909
2023
Q3
$24.5K Hold
1,060
﹤0.01% 2777
2023
Q2
$20.7K Hold
1,060
﹤0.01% 2933
2023
Q1
$21.9K Sell
1,060
-186
-15% -$3.85K ﹤0.01% 2935
2022
Q4
$18.1K Sell
1,246
-5,125
-80% -$74.4K ﹤0.01% 3033
2022
Q3
$87K Hold
6,371
﹤0.01% 2258
2022
Q2
$72K Sell
6,371
-539
-8% -$6.09K ﹤0.01% 2392
2022
Q1
$106K Buy
6,910
+5,842
+547% +$89.6K ﹤0.01% 2259
2021
Q4
$17K Sell
1,068
-6,206
-85% -$98.8K ﹤0.01% 3200
2021
Q3
$140K Sell
7,274
-785
-10% -$15.1K ﹤0.01% 2113
2021
Q2
$177K Sell
8,059
-38,248
-83% -$840K ﹤0.01% 2017
2021
Q1
$1.02M Buy
46,307
+999
+2% +$21.9K ﹤0.01% 1126
2020
Q4
$1.58M Buy
45,308
+21,569
+91% +$752K ﹤0.01% 906
2020
Q3
$546K Buy
+23,739
New +$546K ﹤0.01% 1276