Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+637
New +$224K 0.01% 1029
2024
Q4
$117K Sell
346
-194
-36% -$65.4K ﹤0.01% 1196
2024
Q3
$172K Sell
540
-83
-13% -$26.4K 0.01% 976
2024
Q2
$200K Buy
623
+303
+95% +$97.4K 0.01% 883
2024
Q1
$111K Buy
320
+9
+3% +$3.12K ﹤0.01% 1031
2023
Q4
$102K Buy
311
+50
+19% +$16.4K ﹤0.01% 1031
2023
Q3
$75.9K Buy
261
+3
+1% +$872 ﹤0.01% 1048
2023
Q2
$85.2K Sell
258
-7
-3% -$2.31K ﹤0.01% 1012
2023
Q1
$81.6K Buy
265
+236
+814% +$72.7K ﹤0.01% 1002
2022
Q4
$7.01K Buy
29
+11
+61% +$2.66K ﹤0.01% 1907
2022
Q3
$4K Sell
18
-245
-93% -$54.4K ﹤0.01% 1972
2022
Q2
$63K Buy
263
+15
+6% +$3.59K 0.01% 905
2022
Q1
$62K Buy
+248
New +$62K ﹤0.01% 907
2021
Q4
Sell
-141
Closed -$48K 321
2021
Q3
$48K Buy
141
+26
+23% +$8.85K ﹤0.01% 868
2021
Q2
$40K Buy
115
+5
+5% +$1.74K ﹤0.01% 943
2021
Q1
$37K Buy
110
+7
+7% +$2.36K ﹤0.01% 892
2020
Q4
$37K Sell
103
-10
-9% -$3.59K ﹤0.01% 828
2020
Q3
$37K Sell
113
-35
-24% -$11.5K 0.01% 716
2020
Q2
$43K Buy
148
+17
+13% +$4.94K 0.01% 677
2020
Q1
$30K Buy
131
+22
+20% +$5.04K 0.01% 689
2019
Q4
$28K Buy
109
+34
+45% +$8.73K ﹤0.01% 817
2019
Q3
$17K Buy
+75
New +$17K ﹤0.01% 949