Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.19K Hold
1,000
﹤0.01% 335
2025
Q1
$9.7K Sell
1,000
-3,020
-75% -$29.3K ﹤0.01% 332
2024
Q4
$37.8K Hold
4,020
﹤0.01% 273
2024
Q3
$45.5K Sell
4,020
-940
-19% -$10.7K 0.01% 268
2024
Q2
$48.5K Sell
4,960
-1,690
-25% -$16.5K 0.01% 272
2024
Q1
$63.2K Sell
6,650
-52,049
-89% -$495K 0.01% 265
2023
Q4
$566K Sell
58,699
-13,455
-19% -$130K 0.07% 162
2023
Q3
$661K Sell
72,154
-83,750
-54% -$767K 0.09% 153
2023
Q2
$1.56M Sell
155,904
-5,320
-3% -$53.1K 0.21% 104
2023
Q1
$1.83M Sell
161,224
-13,800
-8% -$157K 0.25% 97
2022
Q4
$2.08M Sell
175,024
-17,330
-9% -$206K 0.29% 82
2022
Q3
$2.06M Buy
192,354
+1,950
+1% +$20.9K 0.32% 81
2022
Q2
$2.37M Sell
190,404
-425
-0.2% -$5.28K 0.34% 77
2022
Q1
$2.16M Buy
190,829
+3,550
+2% +$40.2K 0.27% 89
2021
Q4
$2.25M Buy
187,279
+8,120
+5% +$97.5K 0.26% 89
2021
Q3
$2.08M Buy
179,159
+22,440
+14% +$260K 0.25% 91
2021
Q2
$1.8M Buy
156,719
+15,470
+11% +$177K 0.21% 109
2021
Q1
$1.65M Buy
141,249
+8,690
+7% +$102K 0.21% 107
2020
Q4
$1.56M Buy
132,559
+20,000
+18% +$235K 0.21% 101
2020
Q3
$1.24M Buy
112,559
+9,900
+10% +$109K 0.19% 104
2020
Q2
$1.05M Buy
102,659
+500
+0.5% +$5.1K 0.18% 109
2020
Q1
$830K Buy
102,159
+34,940
+52% +$284K 0.18% 106
2019
Q4
$729K Buy
67,219
+20,350
+43% +$221K 0.13% 123
2019
Q3
$457K Sell
46,869
-10,200
-18% -$99.5K 0.09% 159
2019
Q2
$656K Buy
+57,069
New +$656K 0.13% 128