Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51K Sell
28
-1
-3% -$90 ﹤0.01% 905
2025
Q1
$2.16K Buy
29
+13
+81% +$969 ﹤0.01% 929
2024
Q4
$1.24K Sell
16
-901
-98% -$69.7K ﹤0.01% 893
2024
Q3
$66.9K Buy
917
+395
+76% +$28.8K ﹤0.01% 897
2024
Q2
$30.6K Buy
522
+334
+178% +$19.6K ﹤0.01% 1004
2024
Q1
$11.8K Sell
188
-1,046
-85% -$65.9K ﹤0.01% 1055
2023
Q4
$71.9K Sell
1,234
-12,287
-91% -$716K ﹤0.01% 960
2023
Q3
$657K Buy
13,521
+1,520
+13% +$73.9K ﹤0.01% 687
2023
Q2
$598K Sell
12,001
-49
-0.4% -$2.44K ﹤0.01% 738
2023
Q1
$659K Sell
12,050
-48,949
-80% -$2.68M ﹤0.01% 717
2022
Q4
$3.74M Hold
60,999
0.01% 476
2022
Q3
$3.46M Sell
60,999
-528
-0.9% -$29.9K 0.01% 467
2022
Q2
$3.13M Sell
61,527
-663
-1% -$33.7K 0.01% 504
2022
Q1
$3.69M Sell
62,190
-21,903
-26% -$1.3M 0.01% 526
2021
Q4
$5.86M Sell
84,093
-16,158
-16% -$1.13M 0.01% 455
2021
Q3
$6.45M Buy
100,251
+86,853
+648% +$5.59M 0.01% 429
2021
Q2
$785K Sell
13,398
-37,272
-74% -$2.18M ﹤0.01% 697
2021
Q1
$2.49M Buy
50,670
+46,131
+1,016% +$2.27M ﹤0.01% 540
2020
Q4
$197K Sell
4,539
-55,641
-92% -$2.41M ﹤0.01% 772
2020
Q3
$2.46M Sell
60,180
-4,968
-8% -$203K 0.01% 444
2020
Q2
$2.59M Sell
65,148
-3,261
-5% -$130K 0.01% 427
2020
Q1
$2.17M Buy
+68,409
New +$2.17M 0.01% 418
2018
Q1
Sell
-6,900
Closed -$177K 1148
2017
Q4
$177K Buy
+6,900
New +$177K ﹤0.01% 700