Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.4K Sell
26,818
-3,343
-11% -$11.8K ﹤0.01% 3706
2025
Q1
$96.8K Sell
30,161
-1,375
-4% -$4.41K ﹤0.01% 3860
2024
Q4
$96.8K Buy
31,536
+10,075
+47% +$30.9K ﹤0.01% 4011
2024
Q3
$109K Sell
21,461
-1,859
-8% -$9.48K ﹤0.01% 3955
2024
Q2
$92.1K Buy
23,320
+2,494
+12% +$9.85K ﹤0.01% 3528
2024
Q1
$94.8K Sell
20,826
-10,054
-33% -$45.7K ﹤0.01% 3580
2023
Q4
$113K Sell
30,880
-3,236
-9% -$11.8K ﹤0.01% 3415
2023
Q3
$96.9K Sell
34,116
-3,283
-9% -$9.32K ﹤0.01% 3250
2023
Q2
$134K Sell
37,399
-9,158
-20% -$32.8K ﹤0.01% 3431
2023
Q1
$168K Buy
46,557
+6,425
+16% +$23.2K ﹤0.01% 3204
2022
Q4
$159K Sell
40,132
-7,015
-15% -$27.7K ﹤0.01% 3157
2022
Q3
$105K Sell
47,147
-34,372
-42% -$76.5K ﹤0.01% 3369
2022
Q2
$316K Sell
81,519
-72,385
-47% -$281K ﹤0.01% 2928
2022
Q1
$688K Sell
153,904
-13,703
-8% -$61.3K ﹤0.01% 2638
2021
Q4
$1.16M Sell
167,607
-102,413
-38% -$711K ﹤0.01% 2404
2021
Q3
$2.25M Buy
270,020
+25,808
+11% +$215K ﹤0.01% 1828
2021
Q2
$4.31M Sell
244,212
-93,837
-28% -$1.66M ﹤0.01% 1534
2021
Q1
$6.59M Buy
338,049
+133,774
+65% +$2.61M ﹤0.01% 1203
2020
Q4
$4.07M Buy
204,275
+92,395
+83% +$1.84M ﹤0.01% 1345
2020
Q3
$2.68M Buy
111,880
+42,673
+62% +$1.02M ﹤0.01% 1375
2020
Q2
$1.29M Sell
69,207
-19,486
-22% -$364K ﹤0.01% 1919
2020
Q1
$1.5M Sell
88,693
-14,277
-14% -$242K ﹤0.01% 1554
2019
Q4
$1.85M Buy
102,970
+11,835
+13% +$212K ﹤0.01% 1743
2019
Q3
$2.16M Buy
91,135
+31,352
+52% +$741K ﹤0.01% 1562
2019
Q2
$1.48M Sell
59,783
-6,751
-10% -$167K ﹤0.01% 1861
2019
Q1
$1.87M Buy
66,534
+58,501
+728% +$1.65M ﹤0.01% 1536
2018
Q4
$124K Buy
8,033
+7,255
+933% +$112K ﹤0.01% 3380
2018
Q3
$18K Buy
778
+290
+59% +$6.71K ﹤0.01% 4546
2018
Q2
$16K Buy
+488
New +$16K ﹤0.01% 4470