Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2K Sell
46,248
-10,260
-18% -$4.25K ﹤0.01% 3912
2025
Q1
$37.2K Sell
56,508
-5,628
-9% -$3.7K ﹤0.01% 3921
2024
Q4
$82.6K Sell
62,136
-84,166
-58% -$112K ﹤0.01% 3944
2024
Q3
$257K Sell
146,302
-54,744
-27% -$96.4K ﹤0.01% 3673
2024
Q2
$334K Buy
201,046
+30,230
+18% +$50.2K ﹤0.01% 3559
2024
Q1
$422K Buy
170,816
+56,195
+49% +$139K ﹤0.01% 3472
2023
Q4
$264K Sell
114,621
-4,578
-4% -$10.5K ﹤0.01% 3646
2023
Q3
$285K Buy
119,199
+62,557
+110% +$150K ﹤0.01% 3600
2023
Q2
$88.4K Buy
56,642
+14,736
+35% +$23K ﹤0.01% 3827
2023
Q1
$106K Sell
41,906
-6,571
-14% -$16.6K ﹤0.01% 3818
2022
Q4
$131K Sell
48,477
-221,205
-82% -$598K ﹤0.01% 3773
2022
Q3
$742K Buy
269,682
+39,726
+17% +$109K ﹤0.01% 3243
2022
Q2
$717K Sell
229,956
-8,113
-3% -$25.3K ﹤0.01% 3254
2022
Q1
$1.85M Buy
238,069
+51,423
+28% +$400K ﹤0.01% 2945
2021
Q4
$1.31M Buy
186,646
+9,578
+5% +$67.3K ﹤0.01% 3132
2021
Q3
$2M Buy
177,068
+67,386
+61% +$761K ﹤0.01% 2873
2021
Q2
$1.98M Buy
109,682
+42,804
+64% +$774K ﹤0.01% 2934
2021
Q1
$1.52M Buy
66,878
+5,903
+10% +$134K ﹤0.01% 2955
2020
Q4
$504K Buy
60,975
+32,231
+112% +$266K ﹤0.01% 3340
2020
Q3
$139K Sell
28,744
-834
-3% -$4.03K ﹤0.01% 3608
2020
Q2
$210K Buy
+29,578
New +$210K ﹤0.01% 3482
2019
Q3
Sell
-5,321
Closed -$248K 3752
2019
Q2
$248K Buy
5,321
+163
+3% +$7.6K ﹤0.01% 3522
2019
Q1
$338K Buy
+5,158
New +$338K ﹤0.01% 3395