Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-819
Closed -$27.7K 308
2025
Q1
$27.7K Hold
819
﹤0.01% 487
2024
Q4
$24.2K Hold
819
﹤0.01% 549
2024
Q3
$25.7K Hold
819
﹤0.01% 547
2024
Q2
$29.6K Buy
819
+600
+274% +$21.7K ﹤0.01% 521
2024
Q1
$8.25K Buy
219
+59
+37% +$2.22K ﹤0.01% 684
2023
Q4
$5.66K Sell
160
-175
-52% -$6.2K ﹤0.01% 697
2023
Q3
$13K Sell
335
-613
-65% -$23.7K ﹤0.01% 592
2023
Q2
$33.5K Hold
948
﹤0.01% 474
2023
Q1
$36K Sell
948
-11
-1% -$417 ﹤0.01% 464
2022
Q4
$33.5K Sell
959
-31
-3% -$1.08K ﹤0.01% 470
2022
Q3
$28K Buy
990
+22
+2% +$622 ﹤0.01% 483
2022
Q2
$27K Sell
968
-40
-4% -$1.12K ﹤0.01% 501
2022
Q1
$30K Sell
1,008
-1,412
-58% -$42K ﹤0.01% 509
2021
Q4
$64K Buy
2,420
+673
+39% +$17.8K ﹤0.01% 397
2021
Q3
$47K Buy
1,747
+55
+3% +$1.48K ﹤0.01% 534
2021
Q2
$45K Sell
1,692
-100
-6% -$2.66K ﹤0.01% 545
2021
Q1
$43K Buy
1,792
+239
+15% +$5.74K ﹤0.01% 533
2020
Q4
$32K Buy
1,553
+425
+38% +$8.76K ﹤0.01% 575
2020
Q3
$20K Sell
1,128
-2,000
-64% -$35.5K ﹤0.01% 618
2020
Q2
$73K Sell
3,128
-31,606
-91% -$738K ﹤0.01% 333
2020
Q1
$847K Sell
34,734
-219
-0.6% -$5.34K 0.04% 168
2019
Q4
$1.32M Buy
34,953
+2,188
+7% +$82.6K 0.05% 153
2019
Q3
$1.24M Sell
32,765
-2,299
-7% -$87.1K 0.07% 130
2019
Q2
$1.44M Buy
35,064
+1,746
+5% +$71.6K 0.08% 121
2019
Q1
$1.39M Sell
33,318
-2,168
-6% -$90.1K 0.08% 121
2018
Q4
$1.3M Sell
35,486
-536
-1% -$19.7K 0.08% 120
2018
Q3
$1.59M Sell
36,022
-519
-1% -$22.9K 0.08% 117
2018
Q2
$1.57M Buy
+36,541
New +$1.57M 0.08% 115