Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.75K Hold
113
﹤0.01% 1062
2025
Q1
$7.3K Sell
113
-23
-17% -$1.49K ﹤0.01% 993
2024
Q4
$14.4K Sell
136
-88
-39% -$9.31K ﹤0.01% 827
2024
Q3
$22.6K Sell
224
-26
-10% -$2.62K ﹤0.01% 799
2024
Q2
$26.5K Hold
250
﹤0.01% 745
2024
Q1
$35.2K Sell
250
-53
-17% -$7.45K ﹤0.01% 710
2023
Q4
$37K Sell
303
-144
-32% -$17.6K ﹤0.01% 701
2023
Q3
$34.2K Sell
447
-1,430
-76% -$109K ﹤0.01% 793
2023
Q2
$160K Sell
1,877
-64
-3% -$5.44K ﹤0.01% 545
2023
Q1
$173K Sell
1,941
-125
-6% -$11.1K ﹤0.01% 518
2022
Q4
$146K Sell
2,066
-1,599
-44% -$113K ﹤0.01% 538
2022
Q3
$164K Sell
3,665
-1,033
-22% -$46.2K ﹤0.01% 521
2022
Q2
$267K Sell
4,698
-41,737
-90% -$2.37M 0.01% 468
2022
Q1
$3.56M Buy
46,435
+6,321
+16% +$484K 0.07% 209
2021
Q4
$4.28M Sell
40,114
-1,187
-3% -$127K 0.08% 203
2021
Q3
$4.25M Sell
41,301
-444
-1% -$45.6K 0.09% 198
2021
Q2
$4.49M Buy
41,745
+1,199
+3% +$129K 0.09% 195
2021
Q1
$4.29M Buy
40,546
+2,921
+8% +$309K 0.09% 188
2020
Q4
$3.53M Sell
37,625
-70
-0.2% -$6.57K 0.08% 189
2020
Q3
$2.25M Buy
37,695
+2,251
+6% +$134K 0.06% 213
2020
Q2
$1.7M Buy
35,444
+3,290
+10% +$158K 0.04% 235
2020
Q1
$1.21M Buy
32,154
+1,774
+6% +$66.8K 0.04% 236
2019
Q4
$3.2M Sell
30,380
-5,600
-16% -$589K 0.09% 188
2019
Q3
$3.18M Buy
35,980
+12,893
+56% +$1.14M 0.09% 185
2019
Q2
$2.19M Buy
+23,087
New +$2.19M 0.07% 191