Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
+34,444
New +$168K ﹤0.01% 1667
2024
Q4
Sell
-12,603
Closed -$52.4K 1678
2024
Q3
$52.4K Hold
12,603
﹤0.01% 1504
2024
Q2
$52.4K Sell
12,603
-726
-5% -$3.02K ﹤0.01% 1504
2024
Q1
$60K Sell
13,329
-3,557
-21% -$16K ﹤0.01% 1438
2023
Q4
$153K Sell
16,886
-5,163
-23% -$46.8K ﹤0.01% 1419
2023
Q3
$199K Sell
22,049
-4,567
-17% -$41.3K 0.01% 1323
2023
Q2
$258K Sell
26,616
-2,120
-7% -$20.5K 0.01% 1185
2023
Q1
$302K Buy
28,736
+4,329
+18% +$45.5K 0.01% 1133
2022
Q4
$238K Sell
24,407
-1,333
-5% -$13K 0.01% 1193
2022
Q3
$406K Buy
25,740
+1,032
+4% +$16.3K 0.01% 899
2022
Q2
$537K Sell
24,708
-5,782
-19% -$126K 0.02% 798
2022
Q1
$642K Buy
30,490
+3,751
+14% +$79K 0.02% 804
2021
Q4
$847K Buy
26,739
+4,623
+21% +$146K 0.02% 686
2021
Q3
$788K Sell
22,116
-2,184
-9% -$77.8K 0.03% 697
2021
Q2
$1.29M Sell
24,300
-1,164
-5% -$61.9K 0.04% 517
2021
Q1
$993K Buy
25,464
+13,996
+122% +$546K 0.04% 551
2020
Q4
$559K Buy
11,468
+5,396
+89% +$263K 0.02% 696
2020
Q3
$129K Sell
6,072
-6,790
-53% -$144K 0.01% 1144
2020
Q2
$99K Buy
12,862
+1,800
+16% +$13.9K 0.01% 999
2020
Q1
$31K Sell
11,062
-2,167
-16% -$6.07K ﹤0.01% 1621
2019
Q4
$53K Buy
13,229
+9,362
+242% +$37.5K ﹤0.01% 1468
2019
Q3
$10K Hold
3,867
﹤0.01% 2156
2019
Q2
$10K Buy
3,867
+2,742
+244% +$7.09K ﹤0.01% 2154
2019
Q1
$6K Hold
1,125
﹤0.01% 2039
2018
Q4
$7K Buy
1,125
+725
+181% +$4.51K ﹤0.01% 1905
2018
Q3
$3K Buy
+400
New +$3K ﹤0.01% 2233