Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.06K Hold
927
﹤0.01% 1849
2025
Q1
$8.07K Sell
927
-94
-9% -$819 ﹤0.01% 1824
2024
Q4
$11K Buy
1,021
+94
+10% +$1.01K ﹤0.01% 1744
2024
Q3
$9.92K Sell
927
-23
-2% -$246 ﹤0.01% 1756
2024
Q2
$15.8K Buy
950
+345
+57% +$5.73K ﹤0.01% 1533
2024
Q1
$6.95K Buy
605
+13
+2% +$149 ﹤0.01% 1812
2023
Q4
$10K Sell
592
-410
-41% -$6.94K ﹤0.01% 1651
2023
Q3
$8.93K Sell
1,002
-783
-44% -$6.98K ﹤0.01% 1601
2023
Q2
$21.1K Buy
1,785
+283
+19% +$3.35K ﹤0.01% 1343
2023
Q1
$16.8K Sell
1,502
-1,215
-45% -$13.6K ﹤0.01% 1384
2022
Q4
$24.3K Sell
2,717
-1,501
-36% -$13.4K ﹤0.01% 1218
2022
Q3
$41K Sell
4,218
-3,845
-48% -$37.4K ﹤0.01% 1050
2022
Q2
$105K Sell
8,063
-8,142
-50% -$106K ﹤0.01% 776
2022
Q1
$583K Sell
16,205
-20,387
-56% -$733K 0.01% 461
2021
Q4
$1.72M Sell
36,592
-33,002
-47% -$1.55M 0.02% 333
2021
Q3
$5.14M Buy
69,594
+19,347
+39% +$1.43M 0.05% 232
2021
Q2
$3.42M Sell
50,247
-17,992
-26% -$1.23M 0.03% 262
2021
Q1
$3.57M Buy
68,239
+3,190
+5% +$167K 0.04% 225
2020
Q4
$3.26M Buy
65,049
+2,774
+4% +$139K 0.04% 222
2020
Q3
$1.63M Buy
62,275
+61,724
+11,202% +$1.61M 0.02% 270
2020
Q2
$13K Sell
551
-625
-53% -$14.7K ﹤0.01% 1159
2020
Q1
$13K Buy
1,176
+1,125
+2,206% +$12.4K ﹤0.01% 1133
2019
Q4
$0 Hold
51
﹤0.01% 1965
2019
Q3
$0 Hold
51
﹤0.01% 1867
2019
Q2
$0 Buy
51
+1
+2% ﹤0.01% 1908
2019
Q1
$0 Sell
50
-501
-91% ﹤0.01% 1879
2018
Q4
$3K Hold
551
﹤0.01% 1535
2018
Q3
$4K Buy
551
+501
+1,002% +$3.64K ﹤0.01% 1540
2018
Q2
$0 Sell
50
-500
-91% ﹤0.01% 1652
2018
Q1
$8K Sell
550
-1,950
-78% -$28.4K ﹤0.01% 1362
2017
Q4
$37K Hold
2,500
﹤0.01% 1055
2017
Q3
$36K Buy
+2,500
New +$36K ﹤0.01% 1061