Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
6,993
-760
-10% -$33.3K 0.01% 1053
2025
Q1
$252K Buy
7,753
+1,021
+15% +$33.2K 0.01% 1069
2024
Q4
$226K Sell
6,732
-133
-2% -$4.46K 0.01% 1072
2024
Q3
$201K Buy
6,865
+1,266
+23% +$37.1K 0.01% 1089
2024
Q2
$153K Buy
5,599
+5,546
+10,464% +$151K 0.01% 1173
2024
Q1
$843 Sell
53
-149
-74% -$2.37K ﹤0.01% 2889
2023
Q4
$4.77K Sell
202
-249
-55% -$5.88K ﹤0.01% 2440
2023
Q3
$8.24K Sell
451
-60
-12% -$1.1K ﹤0.01% 2333
2023
Q2
$20.2K Sell
511
-244
-32% -$9.63K ﹤0.01% 1984
2023
Q1
$26.4K Sell
755
-1,066
-59% -$37.3K ﹤0.01% 1898
2022
Q4
$64K Buy
1,821
+154
+9% +$5.41K ﹤0.01% 2061
2022
Q3
$59K Buy
1,667
+120
+8% +$4.25K ﹤0.01% 2245
2022
Q2
$56K Hold
1,547
﹤0.01% 2078
2022
Q1
$56K Sell
1,547
-552
-26% -$20K ﹤0.01% 2078
2021
Q4
$128K Buy
2,099
+50
+2% +$3.05K ﹤0.01% 1143
2021
Q3
$143K Sell
2,049
-22
-1% -$1.54K ﹤0.01% 1087
2021
Q2
$168K Sell
2,071
-323
-13% -$26.2K ﹤0.01% 989
2021
Q1
$205K Sell
2,394
-2,152
-47% -$184K ﹤0.01% 825
2020
Q4
$406K Sell
4,546
-3,033
-40% -$271K 0.02% 564
2020
Q3
$413K Buy
7,579
+2,291
+43% +$125K 0.02% 483
2020
Q2
$242K Buy
5,288
+3,773
+249% +$173K 0.02% 600
2020
Q1
$51K Buy
1,515
+1,475
+3,688% +$49.7K 0.01% 1106
2019
Q4
$1K Hold
40
﹤0.01% 2621
2019
Q3
$1K Buy
+40
New +$1K ﹤0.01% 2818