Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.2K Sell
10,653
-12,730
-54% -$108K ﹤0.01% 3448
2025
Q1
$190K Sell
23,383
-1,344
-5% -$10.9K ﹤0.01% 3185
2024
Q4
$171K Sell
24,727
-3,172
-11% -$21.9K ﹤0.01% 3214
2024
Q3
$199K Sell
27,899
-4,774
-15% -$34.1K ﹤0.01% 3117
2024
Q2
$247K Buy
32,673
+5,529
+20% +$41.8K ﹤0.01% 2859
2024
Q1
$183K Sell
27,144
-4,497
-14% -$30.3K ﹤0.01% 2991
2023
Q4
$216K Buy
31,641
+9,289
+42% +$63.4K ﹤0.01% 2929
2023
Q3
$134K Sell
22,352
-98
-0.4% -$588 ﹤0.01% 3009
2023
Q2
$136K Buy
+22,450
New +$136K ﹤0.01% 2978
2023
Q1
Sell
-20,646
Closed -$187K 3116
2022
Q4
$187K Buy
20,646
+2,139
+12% +$19.4K ﹤0.01% 2762
2022
Q3
$138K Buy
+18,507
New +$138K ﹤0.01% 2677
2022
Q1
Sell
-16,361
Closed -$137K 3103
2021
Q4
$137K Buy
+16,361
New +$137K ﹤0.01% 2837
2021
Q3
Sell
-121,900
Closed -$1.32M 2957
2021
Q2
$1.32M Sell
121,900
-2,859
-2% -$30.8K ﹤0.01% 1479
2021
Q1
$1.05M Buy
124,759
+2,500
+2% +$21.1K ﹤0.01% 1526
2020
Q4
$963K Buy
122,259
+75,246
+160% +$593K ﹤0.01% 1272
2020
Q3
$383K Sell
47,013
-1,015
-2% -$8.27K ﹤0.01% 1688
2020
Q2
$381K Buy
48,028
+34,172
+247% +$271K ﹤0.01% 1585
2020
Q1
$59K Sell
13,856
-9,218
-40% -$39.3K ﹤0.01% 1960
2019
Q4
$183K Buy
23,074
+4,486
+24% +$35.6K ﹤0.01% 1982
2019
Q3
$116K Sell
18,588
-25,137
-57% -$157K ﹤0.01% 2133
2019
Q2
$266K Buy
+43,725
New +$266K ﹤0.01% 1861