Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
538
+135
+33% +$108K 0.01% 896
2025
Q1
$221K Sell
403
-175
-30% -$96.1K 0.01% 1133
2024
Q4
$259K Buy
578
+196
+51% +$87.7K 0.01% 1015
2024
Q3
$141K Sell
382
-160
-30% -$59K 0.01% 1261
2024
Q2
$170K Buy
542
+427
+371% +$134K 0.01% 1120
2024
Q1
$30.3K Buy
115
+97
+539% +$25.6K ﹤0.01% 1787
2023
Q4
$3.38K Sell
18
-10
-36% -$1.88K ﹤0.01% 2540
2023
Q3
$4.33K Hold
28
﹤0.01% 2567
2023
Q2
$4.5K Buy
28
+13
+87% +$2.09K ﹤0.01% 2583
2023
Q1
$3.34K Sell
15
-467
-97% -$104K ﹤0.01% 2722
2022
Q4
$93K Sell
482
-127
-21% -$24.5K ﹤0.01% 1792
2022
Q3
$118K Buy
609
+41
+7% +$7.94K ﹤0.01% 1748
2022
Q2
$110K Hold
568
﹤0.01% 1628
2022
Q1
$110K Buy
568
+417
+276% +$80.8K ﹤0.01% 1628
2021
Q4
$35K Buy
151
+63
+72% +$14.6K ﹤0.01% 1673
2021
Q3
$20K Hold
88
﹤0.01% 1934
2021
Q2
$25K Sell
88
-2
-2% -$568 ﹤0.01% 1830
2021
Q1
$25K Buy
90
+23
+34% +$6.39K ﹤0.01% 1752
2020
Q4
$21K Sell
67
-46
-41% -$14.4K ﹤0.01% 1779
2020
Q3
$26K Buy
113
+60
+113% +$13.8K ﹤0.01% 1541
2020
Q2
$15K Buy
53
+19
+56% +$5.38K ﹤0.01% 1673
2020
Q1
$4K Sell
34
-286
-89% -$33.6K ﹤0.01% 2149
2019
Q4
$49K Sell
320
-58
-15% -$8.88K ﹤0.01% 1261
2019
Q3
$41K Buy
+378
New +$41K ﹤0.01% 1466
2019
Q1
$34K Sell
245
-179
-42% -$24.8K ﹤0.01% 1131
2018
Q4
$48K Sell
424
-79
-16% -$8.94K ﹤0.01% 1632
2018
Q3
$91K Sell
503
-518
-51% -$93.7K ﹤0.01% 1533
2018
Q2
$172K Buy
+1,021
New +$172K 0.01% 1143
2016
Q2
Sell
-245
Closed -$34K 4161
2016
Q1
$34K Buy
+245
New +$34K ﹤0.01% 1131