Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06K Sell
125
-14,969
-99% -$127K ﹤0.01% 3941
2025
Q1
$93K Hold
15,094
﹤0.01% 2428
2024
Q4
$96K Sell
15,094
-8,200
-35% -$52.2K ﹤0.01% 2410
2024
Q3
$161K Buy
23,294
+17,894
+331% +$124K ﹤0.01% 2141
2024
Q2
$28.9K Buy
+5,400
New +$28.9K ﹤0.01% 2905
2024
Q1
Sell
-622
Closed -$3.66K 4081
2023
Q4
$3.66K Buy
622
+81
+15% +$477 ﹤0.01% 3590
2023
Q3
$3.43K Sell
541
-1,686
-76% -$10.7K ﹤0.01% 3525
2023
Q2
$25.2K Buy
2,227
+1,686
+312% +$19.1K ﹤0.01% 2840
2023
Q1
$5.2K Sell
541
-134
-20% -$1.29K ﹤0.01% 3492
2022
Q4
$4.41K Sell
675
-1,227
-65% -$8.01K ﹤0.01% 3545
2022
Q3
$8K Sell
1,902
-2,551
-57% -$10.7K ﹤0.01% 3447
2022
Q2
$21K Buy
4,453
+4,296
+2,736% +$20.3K ﹤0.01% 3021
2022
Q1
$1K Sell
157
-5,356
-97% -$34.1K ﹤0.01% 3984
2021
Q4
$54K Buy
5,513
+2,674
+94% +$26.2K ﹤0.01% 2602
2021
Q3
$34K Buy
2,839
+718
+34% +$8.6K ﹤0.01% 2845
2021
Q2
$30K Buy
+2,121
New +$30K ﹤0.01% 2922
2021
Q1
Sell
-570
Closed -$9K 3930
2020
Q4
$9K Hold
570
﹤0.01% 3220
2020
Q3
$9K Sell
570
-1,500
-72% -$23.7K ﹤0.01% 3076
2020
Q2
$34K Buy
2,070
+1,500
+263% +$24.6K ﹤0.01% 2542
2020
Q1
$6K Buy
570
+70
+14% +$737 ﹤0.01% 3142
2019
Q4
$7K Buy
+500
New +$7K ﹤0.01% 3158