Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347 Buy
29
+19
+190% +$227 ﹤0.01% 4528
2025
Q1
$63 Buy
10
+8
+400% +$50 ﹤0.01% 3976
2024
Q4
$170 Sell
2
-8
-80% -$680 ﹤0.01% 3820
2024
Q3
$76 Hold
10
﹤0.01% 3245
2024
Q2
$74 Sell
10
-4
-29% -$30 ﹤0.01% 3175
2024
Q1
$182 Sell
14
-90
-87% -$1.17K ﹤0.01% 3035
2023
Q4
$1.85K Sell
104
-52
-33% -$926 ﹤0.01% 2699
2023
Q3
$2.99K Buy
156
+17
+12% +$326 ﹤0.01% 2700
2023
Q2
$2.19K Buy
139
+25
+22% +$394 ﹤0.01% 2845
2023
Q1
$2.74K Sell
114
-12,942
-99% -$310K ﹤0.01% 2797
2022
Q4
$319K Sell
13,056
-1,804
-12% -$44.1K 0.01% 1111
2022
Q3
$364K Buy
14,860
+42
+0.3% +$1.03K 0.01% 1080
2022
Q2
$363K Hold
14,818
0.01% 987
2022
Q1
$363K Buy
14,818
+14,514
+4,774% +$356K 0.01% 987
2021
Q4
$14K Buy
304
+196
+181% +$9.03K ﹤0.01% 2053
2021
Q3
$9K Sell
108
-1,960
-95% -$163K ﹤0.01% 2262
2021
Q2
$126K Sell
2,068
-1,284
-38% -$78.2K ﹤0.01% 1120
2021
Q1
$221K Buy
3,352
+2,303
+220% +$152K ﹤0.01% 789
2020
Q4
$91K Sell
1,049
-1,295
-55% -$112K ﹤0.01% 1175
2020
Q3
$219K Buy
2,344
+2,132
+1,006% +$199K 0.01% 676
2020
Q2
$16K Buy
212
+129
+155% +$9.74K ﹤0.01% 1635
2020
Q1
$1K Buy
+83
New +$1K ﹤0.01% 2483