Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.12K Sell
704
-1,182
-63% -$10.3K ﹤0.01% 2508
2025
Q1
$16.4K Buy
1,886
+1,126
+148% +$9.81K ﹤0.01% 2411
2024
Q4
$8.19K Hold
760
﹤0.01% 2132
2024
Q3
$8.13K Buy
760
+92
+14% +$984 ﹤0.01% 1910
2024
Q2
$11.1K Buy
668
+55
+9% +$914 ﹤0.01% 1520
2024
Q1
$7.04K Sell
613
-148
-19% -$1.7K ﹤0.01% 1634
2023
Q4
$12.9K Sell
761
-880
-54% -$14.9K ﹤0.01% 1479
2023
Q3
$14.6K Hold
1,641
﹤0.01% 1466
2023
Q2
$19.4K Sell
1,641
-32,028
-95% -$379K ﹤0.01% 1389
2023
Q1
$377K Buy
33,669
+10,166
+43% +$114K 0.02% 499
2022
Q4
$210K Buy
23,503
+4,705
+25% +$42.1K 0.01% 615
2022
Q3
$184K Buy
18,798
+69
+0.4% +$675 0.01% 629
2022
Q2
$246K Buy
18,729
+1,897
+11% +$24.9K 0.01% 678
2022
Q1
$605K Buy
16,832
+1,536
+10% +$55.2K 0.03% 489
2021
Q4
$719K Sell
15,296
-5,507
-26% -$259K 0.03% 482
2021
Q3
$1.57M Sell
20,803
-2,921
-12% -$220K 0.06% 289
2021
Q2
$1.62M Sell
23,724
-4,209
-15% -$288K 0.06% 267
2021
Q1
$1.73M Sell
27,933
-685
-2% -$42.3K 0.05% 308
2020
Q4
$1.47M Buy
28,618
+4,754
+20% +$245K 0.06% 278
2020
Q3
$589K Buy
23,864
+5,877
+33% +$145K 0.03% 397
2020
Q2
$414K Buy
17,987
+8,384
+87% +$193K 0.02% 452
2020
Q1
$116K Buy
9,603
+100
+1% +$1.21K 0.01% 794
2019
Q4
$152K Sell
9,503
-700
-7% -$11.2K 0.01% 801
2019
Q3
$163K Sell
10,203
-200
-2% -$3.2K 0.01% 720
2019
Q2
$148K Sell
10,403
-2,747
-21% -$39.1K 0.01% 777
2019
Q1
$144K Sell
13,150
-4,350
-25% -$47.6K 0.01% 752
2018
Q4
$99K Sell
17,500
-16,498
-49% -$93.3K 0.01% 837
2018
Q3
$288K Buy
33,998
+22,176
+188% +$188K 0.02% 526
2018
Q2
$154K Sell
11,822
-345
-3% -$4.49K 0.01% 636
2018
Q1
$193K Buy
12,167
+385
+3% +$6.11K 0.02% 552
2017
Q4
$172K Sell
11,782
-60,265
-84% -$880K 0.02% 582
2017
Q3
$1.05M Buy
72,047
+55,150
+326% +$801K 0.1% 189
2017
Q2
$300K Buy
16,897
+10,312
+157% +$183K 0.03% 397
2017
Q1
$193K Buy
+6,585
New +$193K 0.02% 490