Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.3K Buy
+1,086
New +$82.3K 0.01% 205
2024
Q2
Sell
-2,563
Closed -$208K 169
2024
Q1
$208K Buy
+2,563
New +$208K 0.02% 155
2023
Q3
Sell
-2,794
Closed -$207K 165
2023
Q2
$207K Hold
2,794
0.02% 152
2023
Q1
$216K Sell
2,794
-128
-4% -$9.89K 0.02% 156
2022
Q4
$223K Sell
2,922
-319
-10% -$24.4K 0.02% 152
2022
Q3
$229K Sell
3,241
-2,951
-48% -$209K 0.02% 142
2022
Q2
$525K Sell
6,192
-2,145
-26% -$182K 0.05% 125
2022
Q1
$681K Sell
8,337
-1,587
-16% -$130K 0.06% 137
2021
Q4
$780K Sell
9,924
-23,055
-70% -$1.81M 0.06% 136
2021
Q3
$2.59M Sell
32,979
-29,368
-47% -$2.31M 0.24% 94
2021
Q2
$4.85M Sell
62,347
-1,565
-2% -$122K 0.49% 51
2021
Q1
$5.03M Buy
63,912
+25,213
+65% +$1.99M 0.53% 45
2020
Q4
$2.87M Buy
38,699
+6,416
+20% +$476K 0.29% 88
2020
Q3
$2.01M Buy
32,283
+12,702
+65% +$790K 0.23% 99
2020
Q2
$1.07M Buy
19,581
+5,135
+36% +$281K 0.13% 113
2020
Q1
$659K Buy
+14,446
New +$659K 0.09% 116