Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
367
+90
+32% +$32.1K ﹤0.01% 1216
2025
Q1
$111K Buy
277
+152
+122% +$60.7K ﹤0.01% 1118
2024
Q4
$44.9K Sell
125
-84
-40% -$30.2K ﹤0.01% 1227
2024
Q3
$72.3K Sell
209
-1,931
-90% -$668K ﹤0.01% 1167
2024
Q2
$628K Buy
2,140
+81
+4% +$23.8K 0.02% 627
2024
Q1
$687K Buy
2,059
+1,891
+1,126% +$631K 0.02% 522
2023
Q4
$48.9K Sell
168
-5,552
-97% -$1.62M ﹤0.01% 966
2023
Q3
$1.85M Buy
5,720
+5,704
+35,650% +$1.85M 0.05% 254
2023
Q2
$5.52K Sell
16
-52
-76% -$18K ﹤0.01% 1240
2023
Q1
$21.4K Buy
68
+56
+467% +$17.7K ﹤0.01% 958
2022
Q4
$3.6K Sell
12
-7
-37% -$2.1K ﹤0.01% 1085
2022
Q3
$5K Sell
19
-196
-91% -$51.6K ﹤0.01% 1066
2022
Q2
$58K Buy
215
+168
+357% +$45.3K ﹤0.01% 888
2022
Q1
$15K Sell
47
-2,249
-98% -$718K ﹤0.01% 1062
2021
Q4
$690K Buy
2,296
+39
+2% +$11.7K 0.01% 446
2021
Q3
$645K Sell
2,257
-238
-10% -$68K 0.02% 407
2021
Q2
$596K Sell
2,495
-10,363
-81% -$2.48M 0.02% 460
2021
Q1
$2.96M Buy
+12,858
New +$2.96M 0.11% 133
2020
Q3
Sell
-1,638
Closed -$315K 905
2020
Q2
$315K Buy
1,638
+1,633
+32,660% +$314K 0.05% 339
2020
Q1
$1K Buy
+5
New +$1K ﹤0.01% 499