Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Buy
484
+153
+46% +$7.59K ﹤0.01% 1192
2025
Q1
$16K Sell
331
-117
-26% -$5.66K ﹤0.01% 864
2024
Q4
$24K Sell
448
-11
-2% -$589 ﹤0.01% 734
2024
Q3
$25K Sell
459
-2,285
-83% -$124K ﹤0.01% 713
2024
Q2
$162K Sell
2,744
-303
-10% -$17.9K ﹤0.01% 578
2024
Q1
$209K Buy
3,047
+46
+2% +$3.16K ﹤0.01% 562
2023
Q4
$243K Sell
3,001
-351
-10% -$28.4K 0.01% 546
2023
Q3
$216K Sell
3,352
-4,880
-59% -$314K 0.01% 543
2023
Q2
$697K Buy
8,232
+92
+1% +$7.79K 0.02% 452
2023
Q1
$906K Sell
8,140
-25
-0.3% -$2.78K 0.02% 404
2022
Q4
$978K Buy
8,165
+1,351
+20% +$162K 0.03% 380
2022
Q3
$682K Sell
6,814
-60,308
-90% -$6.04M 0.02% 407
2022
Q2
$4.91M Buy
67,122
+3,790
+6% +$277K 0.17% 171
2022
Q1
$7.87M Buy
63,332
+4,209
+7% +$523K 0.23% 127
2021
Q4
$12.9M Sell
59,123
-8,513
-13% -$1.86M 0.37% 75
2021
Q3
$14.1M Buy
67,636
+9,243
+16% +$1.92M 0.46% 58
2021
Q2
$12M Buy
58,393
+3,101
+6% +$638K 0.44% 55
2021
Q1
$11.2M Buy
55,292
+1,179
+2% +$238K 0.46% 51
2020
Q4
$9.63M Buy
54,113
+658
+1% +$117K 0.43% 60
2020
Q3
$6.5M Sell
53,455
-22,363
-29% -$2.72M 0.33% 81
2020
Q2
$8.05M Sell
75,818
-11,312
-13% -$1.2M 0.45% 51
2020
Q1
$3.35M Buy
+87,130
New +$3.35M 0.23% 139