Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.3K Sell
30,731
-55,797
-64% -$78.5K ﹤0.01% 2469
2025
Q1
$134K Sell
86,528
-198,519
-70% -$306K ﹤0.01% 2283
2024
Q4
$1.01M Buy
285,047
+225,441
+378% +$797K ﹤0.01% 1442
2024
Q3
$270K Sell
59,606
-9,799
-14% -$44.4K ﹤0.01% 2058
2024
Q2
$297K Buy
69,405
+15,829
+30% +$67.6K ﹤0.01% 1938
2024
Q1
$177K Buy
+53,576
New +$177K ﹤0.01% 2314
2021
Q3
Sell
-11,494
Closed -$16K 2554
2021
Q2
$16K Buy
+11,494
New +$16K ﹤0.01% 2456
2021
Q1
Sell
-28,247
Closed -$43K 2431
2020
Q4
$43K Buy
+28,247
New +$43K ﹤0.01% 2531
2020
Q3
Sell
-21,100
Closed -$46K 2297
2020
Q2
$46K Buy
21,100
+6,650
+46% +$14.5K ﹤0.01% 2195
2020
Q1
$17K Sell
14,450
-7,232
-33% -$8.51K ﹤0.01% 2196
2019
Q4
$30K Buy
21,682
+2,304
+12% +$3.19K ﹤0.01% 2431
2019
Q3
$26K Buy
19,378
+8,059
+71% +$10.8K ﹤0.01% 2426
2019
Q2
$16K Sell
11,319
-1,914
-14% -$2.71K ﹤0.01% 2087
2019
Q1
$22K Buy
+13,233
New +$22K ﹤0.01% 2125
2017
Q1
Sell
-26,008
Closed -$54K 1828
2016
Q4
$54K Buy
+26,008
New +$54K ﹤0.01% 2213