Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
2,846
+1,833
+181% +$130K 0.01% 323
2025
Q1
$64K Buy
1,013
+622
+159% +$39.3K ﹤0.01% 483
2024
Q4
$30K Sell
391
-406
-51% -$31.2K ﹤0.01% 630
2024
Q3
$70K Buy
797
+683
+599% +$60K ﹤0.01% 435
2024
Q2
$9K Hold
114
﹤0.01% 554
2024
Q1
$11K Sell
114
-3,166
-97% -$305K ﹤0.01% 584
2023
Q4
$356K Buy
3,280
+2,416
+280% +$262K 0.06% 148
2023
Q3
$83K Sell
864
-4,108
-83% -$395K 0.01% 347
2023
Q2
$548K Sell
4,972
-5,957
-55% -$657K 0.11% 98
2023
Q1
$1.34M Buy
10,929
+297
+3% +$36.4K 0.29% 44
2022
Q4
$1.24M Buy
10,632
+3,719
+54% +$435K 0.32% 50
2022
Q3
$575K Sell
6,913
-790
-10% -$65.7K 0.17% 74
2022
Q2
$787K Hold
7,703
0.22% 56
2022
Q1
$1.04M Sell
7,703
-3,842
-33% -$517K 0.22% 46
2021
Q4
$1.93M Buy
11,545
+3,110
+37% +$521K 0.33% 39
2021
Q3
$1.23M Buy
8,435
+1,007
+14% +$146K 0.28% 38
2021
Q2
$1.17M Sell
7,428
-1,792
-19% -$283K 0.12% 45
2021
Q1
$1.23M Sell
9,220
-4,049
-31% -$538K 0.12% 41
2020
Q4
$1.88M Sell
13,269
-761
-5% -$108K 0.16% 35
2020
Q3
$1.79M Buy
14,030
+4,827
+52% +$617K 0.15% 40
2020
Q2
$896K Buy
9,203
+2,239
+32% +$218K 0.08% 43
2020
Q1
$576K Buy
6,964
+1,791
+35% +$148K 0.07% 53
2019
Q4
$703K Sell
5,173
-6
-0.1% -$815 0.07% 46
2019
Q3
$486K Sell
5,179
-2,425
-32% -$228K 0.06% 52
2019
Q2
$638K Sell
7,604
-3,792
-33% -$318K 0.08% 47
2019
Q1
$960K Hold
11,396
0.16% 36
2018
Q4
$845K Sell
11,396
-1,916
-14% -$142K 0.18% 35
2018
Q3
$1.13M Buy
13,312
+12,070
+972% +$1.02M 0.19% 34
2018
Q2
$99K Buy
+1,242
New +$99K 0.02% 120