Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
10,652
-16,607
-61% -$43.7K ﹤0.01% 4040
2025
Q1
$60K Sell
27,259
-5,569
-17% -$12.3K ﹤0.01% 3849
2024
Q4
$263K Buy
32,828
+4,007
+14% +$32.1K ﹤0.01% 3390
2024
Q3
$236K Buy
28,821
+8,713
+43% +$71.3K ﹤0.01% 3400
2024
Q2
$188K Sell
20,108
-4,991
-20% -$46.7K ﹤0.01% 3083
2024
Q1
$310K Sell
25,099
-33,257
-57% -$411K ﹤0.01% 3106
2023
Q4
$634K Sell
58,356
-33,473
-36% -$364K ﹤0.01% 2871
2023
Q3
$734K Buy
91,829
+72,581
+377% +$580K ﹤0.01% 2305
2023
Q2
$184K Buy
19,248
+483
+3% +$4.62K ﹤0.01% 3127
2023
Q1
$225K Buy
18,765
+8,302
+79% +$99.5K ﹤0.01% 3083
2022
Q4
$145K Sell
10,463
-828
-7% -$11.5K ﹤0.01% 3263
2022
Q3
$102K Sell
11,291
-27,895
-71% -$252K ﹤0.01% 3416
2022
Q2
$312K Buy
39,186
+39,149
+105,808% +$312K ﹤0.01% 2879
2022
Q1
$0 Buy
+37
New ﹤0.01% 4865
2021
Q3
Sell
-11,162
Closed -$158K 4186
2021
Q2
$158K Sell
11,162
-19,410
-63% -$275K ﹤0.01% 2975
2021
Q1
$424K Sell
30,572
-5,895
-16% -$81.8K ﹤0.01% 2740
2020
Q4
$446K Sell
36,467
-3,707
-9% -$45.3K ﹤0.01% 2378
2020
Q3
$637K Buy
40,174
+14,468
+56% +$229K ﹤0.01% 2178
2020
Q2
$582K Buy
25,706
+16,761
+187% +$379K ﹤0.01% 2250
2020
Q1
$90K Sell
8,945
-8,446
-49% -$85K ﹤0.01% 2871
2019
Q4
$124K Buy
17,391
+8,934
+106% +$63.7K ﹤0.01% 3378
2019
Q3
$73K Sell
8,457
-2,585
-23% -$22.3K ﹤0.01% 3556
2019
Q2
$90K Buy
11,042
+10,012
+972% +$81.6K ﹤0.01% 3640
2019
Q1
$4K Buy
+1,030
New +$4K ﹤0.01% 4105