Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
13,445
-1,571
-10% -$24.8K ﹤0.01% 1488
2025
Q1
$178K Sell
15,016
-1,007
-6% -$12K ﹤0.01% 1546
2024
Q4
$207K Buy
16,023
+970
+6% +$12.5K ﹤0.01% 1589
2024
Q3
$192K Buy
15,053
+1,684
+13% +$21.5K ﹤0.01% 1780
2024
Q2
$189K Sell
13,369
-8,885
-40% -$125K ﹤0.01% 1769
2024
Q1
$431K Sell
22,254
-1,723
-7% -$33.3K ﹤0.01% 1529
2023
Q4
$359K Sell
23,977
-9,020
-27% -$135K ﹤0.01% 1587
2023
Q3
$348K Buy
32,997
+7,863
+31% +$82.9K ﹤0.01% 1575
2023
Q2
$241K Sell
25,134
-1,685
-6% -$16.2K ﹤0.01% 1723
2023
Q1
$249K Sell
26,819
-13,626
-34% -$126K ﹤0.01% 1734
2022
Q4
$446K Sell
40,445
-1,467
-4% -$16.2K ﹤0.01% 1533
2022
Q3
$552K Buy
41,912
+876
+2% +$11.5K 0.01% 1435
2022
Q2
$545K Buy
41,036
+2,588
+7% +$34.4K ﹤0.01% 1540
2022
Q1
$1.48M Sell
38,448
-3,375
-8% -$130K 0.01% 1172
2021
Q4
$1.79M Sell
41,823
-81
-0.2% -$3.46K 0.01% 1107
2021
Q3
$2.25M Buy
41,904
+3,573
+9% +$192K 0.01% 995
2021
Q2
$2.32M Buy
38,331
+6,358
+20% +$384K 0.01% 1015
2021
Q1
$2.02M Sell
31,973
-2,338
-7% -$148K 0.01% 1021
2020
Q4
$1.69M Buy
34,311
+15,384
+81% +$756K 0.01% 1053
2020
Q3
$521K Buy
18,927
+10,220
+117% +$281K ﹤0.01% 1424
2020
Q2
$287K Buy
+8,707
New +$287K ﹤0.01% 1621
2020
Q1
Sell
-8,095
Closed -$348K 1936
2019
Q4
$348K Buy
+8,095
New +$348K ﹤0.01% 1757