Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
7,690
-2,645
-26% -$73.3K ﹤0.01% 3317
2025
Q1
$260K Sell
10,335
-417
-4% -$10.5K ﹤0.01% 3288
2024
Q4
$289K Buy
10,752
+1,082
+11% +$29K ﹤0.01% 3350
2024
Q3
$229K Buy
9,670
+6,808
+238% +$161K ﹤0.01% 3488
2024
Q2
$58.2K Sell
2,862
-2,192
-43% -$44.6K ﹤0.01% 3768
2024
Q1
$104K Buy
5,054
+3,097
+158% +$63.8K ﹤0.01% 3538
2023
Q4
$46.2K Buy
1,957
+1,813
+1,259% +$42.8K ﹤0.01% 3819
2023
Q3
$2.77K Sell
144
-3,491
-96% -$67.1K ﹤0.01% 4130
2023
Q2
$60.6K Buy
3,635
+3,633
+181,650% +$60.6K ﹤0.01% 3857
2023
Q1
$34 Sell
2
-83
-98% -$1.41K ﹤0.01% 4613
2022
Q4
$1.61K Sell
85
-111
-57% -$2.11K ﹤0.01% 4529
2022
Q3
$3K Sell
196
-970
-83% -$14.8K ﹤0.01% 4565
2022
Q2
$24K Sell
1,166
-13,887
-92% -$286K ﹤0.01% 4190
2022
Q1
$328K Buy
+15,053
New +$328K ﹤0.01% 3116
2021
Q2
Sell
-714
Closed -$13K 5424
2021
Q1
$13K Sell
714
-1,401
-66% -$25.5K ﹤0.01% 4808
2020
Q4
$32K Buy
2,115
+1,568
+287% +$23.7K ﹤0.01% 4354
2020
Q3
$6K Sell
547
-1,561
-74% -$17.1K ﹤0.01% 4537
2020
Q2
$27K Sell
2,108
-1,016
-33% -$13K ﹤0.01% 4049
2020
Q1
$38K Buy
3,124
+942
+43% +$11.5K ﹤0.01% 3982
2019
Q4
$50K Buy
2,182
+516
+31% +$11.8K ﹤0.01% 3957
2019
Q3
$38K Sell
1,666
-1,073
-39% -$24.5K ﹤0.01% 3905
2019
Q2
$60K Buy
2,739
+207
+8% +$4.54K ﹤0.01% 3951
2019
Q1
$57K Buy
2,532
+2,244
+779% +$50.5K ﹤0.01% 3929
2018
Q4
$7K Sell
288
-2,521
-90% -$61.3K ﹤0.01% 4694
2018
Q3
$75K Buy
2,809
+759
+37% +$20.3K ﹤0.01% 3790
2018
Q2
$51K Buy
+2,050
New +$51K ﹤0.01% 3850