Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
9,924
-15,332
-61% -$627K ﹤0.01% 892
2025
Q1
$1.14M Sell
25,256
-83,396
-77% -$3.77M ﹤0.01% 653
2024
Q4
$4.72M Buy
108,652
+1,087
+1% +$47.2K 0.01% 429
2024
Q3
$4.88M Buy
107,565
+71,024
+194% +$3.22M 0.01% 428
2024
Q2
$1.5M Sell
36,541
-875
-2% -$36K ﹤0.01% 580
2024
Q1
$1.4M Buy
37,416
+35,824
+2,250% +$1.34M ﹤0.01% 613
2023
Q4
$61K Buy
1,592
+1,065
+202% +$40.8K ﹤0.01% 1305
2023
Q3
$18K Sell
527
-1,063
-67% -$36.3K ﹤0.01% 1497
2023
Q2
$68K Buy
1,590
+1,053
+196% +$45K ﹤0.01% 1321
2023
Q1
$22K Sell
537
-1,907
-78% -$78.1K ﹤0.01% 1368
2022
Q4
$95K Buy
2,444
+234
+11% +$9.1K ﹤0.01% 1050
2022
Q3
$92K Buy
2,210
+274
+14% +$11.4K ﹤0.01% 1047
2022
Q2
$89K Buy
1,936
+91
+5% +$4.18K ﹤0.01% 1040
2022
Q1
$106K Buy
1,845
+30
+2% +$1.72K ﹤0.01% 958
2021
Q4
$109K Sell
1,815
-4
-0.2% -$240 ﹤0.01% 979
2021
Q3
$96K Buy
1,819
+63
+4% +$3.33K ﹤0.01% 945
2021
Q2
$86K Hold
1,756
﹤0.01% 978
2021
Q1
$77K Buy
1,756
+1,614
+1,137% +$70.8K ﹤0.01% 929
2020
Q4
$5K Hold
142
﹤0.01% 1387
2020
Q3
$5K Hold
142
﹤0.01% 1199
2020
Q2
$5K Buy
+142
New +$5K ﹤0.01% 1573
2020
Q1
Sell
-117
Closed -$5K 1733
2019
Q4
$5K Hold
117
﹤0.01% 1491
2019
Q3
$6K Hold
117
﹤0.01% 1530
2019
Q2
$5K Buy
+117
New +$5K ﹤0.01% 1540
2017
Q4
Sell
-2,554
Closed -$97K 1825
2017
Q3
$97K Hold
2,554
﹤0.01% 1187
2017
Q2
$100K Sell
2,554
-600
-19% -$23.5K ﹤0.01% 1179
2017
Q1
$115K Buy
+3,154
New +$115K ﹤0.01% 1178
2014
Q3
Sell
-66
Closed -$2K 1396
2014
Q2
$2K Buy
+66
New +$2K ﹤0.01% 1300