Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.5K Sell
6,142
-6,313
-51% -$28.3K ﹤0.01% 4272
2025
Q1
$69.4K Sell
12,455
-680
-5% -$3.79K ﹤0.01% 4010
2024
Q4
$109K Buy
13,135
+812
+7% +$6.76K ﹤0.01% 3953
2024
Q3
$126K Buy
12,323
+6,767
+122% +$69.1K ﹤0.01% 3878
2024
Q2
$46.4K Buy
5,556
+1,062
+24% +$8.87K ﹤0.01% 3892
2024
Q1
$38.1K Buy
4,494
+1,020
+29% +$8.64K ﹤0.01% 4011
2023
Q4
$28.6K Buy
3,474
+3,268
+1,586% +$26.9K ﹤0.01% 4085
2023
Q3
$1.66K Sell
206
-6,943
-97% -$55.8K ﹤0.01% 4254
2023
Q2
$60.9K Buy
+7,149
New +$60.9K ﹤0.01% 3855
2023
Q1
Sell
-161
Closed -$1.73K 4713
2022
Q4
$1.73K Sell
161
-85,496
-100% -$919K ﹤0.01% 4512
2022
Q3
$897K Sell
85,657
-1,232,086
-93% -$12.9M ﹤0.01% 2187
2022
Q2
$13.8M Buy
1,317,743
+706
+0.1% +$7.41K 0.01% 709
2022
Q1
$17.2M Sell
1,317,037
-4,376
-0.3% -$57.3K 0.01% 709
2021
Q4
$20.6M Sell
1,321,413
-143,578
-10% -$2.24M 0.01% 657
2021
Q3
$21.6M Buy
1,464,991
+1,464,488
+291,151% +$21.6M 0.01% 657
2021
Q2
$7K Buy
+503
New +$7K ﹤0.01% 5081