Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396 Hold
5
﹤0.01% 374
2025
Q1
$449 Sell
5
-10
-67% -$898 ﹤0.01% 332
2024
Q4
$1.49K Sell
15
-15,707
-100% -$1.56M ﹤0.01% 298
2024
Q3
$1.95M Hold
15,722
0.36% 21
2024
Q2
$1.95M Sell
15,722
-1,282
-8% -$159K 0.36% 21
2024
Q1
$2.24M Buy
17,004
+1,112
+7% +$147K 0.49% 19
2023
Q4
$1.73M Sell
15,892
-1,355
-8% -$148K 0.49% 20
2023
Q3
$1.78M Buy
17,247
+1,524
+10% +$157K 0.59% 26
2023
Q2
$1.81M Sell
15,723
-230
-1% -$26.5K 0.59% 20
2023
Q1
$1.7M Sell
15,953
-1,840
-10% -$196K 0.66% 26
2022
Q4
$1.97M Sell
17,793
-832
-4% -$92.3K 0.85% 20
2022
Q3
$1.6M Buy
18,625
+13,456
+260% +$1.16M 0.63% 28
2022
Q2
$471K Sell
5,169
-235
-4% -$21.4K 0.2% 45
2022
Q1
$443K Sell
5,404
-519
-9% -$42.5K 0.12% 48
2021
Q4
$454K Sell
5,923
-26
-0.4% -$1.99K 0.12% 45
2021
Q3
$447K Sell
5,949
-33
-0.6% -$2.48K 0.13% 49
2021
Q2
$465K Sell
5,982
-3,990
-40% -$310K 0.14% 52
2021
Q1
$734K Sell
9,972
-1,383
-12% -$102K 0.25% 34
2020
Q4
$886K Sell
11,355
-1,235
-10% -$96.4K 0.32% 24
2020
Q3
$996K Sell
12,590
-1,870
-13% -$148K 0.4% 21
2020
Q2
$1.07M Sell
14,460
-2,449
-14% -$181K 0.52% 26
2020
Q1
$1.24M Sell
16,909
-2,122
-11% -$156K 0.87% 15
2019
Q4
$1.65M Buy
+19,031
New +$1.65M 1.17% 30