Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47K Sell
899
-539
-37% -$28.2K ﹤0.01% 1624
2025
Q1
$87K Hold
1,438
﹤0.01% 1559
2024
Q4
$98K Buy
1,438
+406
+39% +$27.7K ﹤0.01% 1563
2024
Q3
$74K Hold
1,032
﹤0.01% 1484
2024
Q2
$72K Buy
1,032
+305
+42% +$21.3K ﹤0.01% 1387
2024
Q1
$58K Hold
727
﹤0.01% 1459
2023
Q4
$80K Hold
727
﹤0.01% 1198
2023
Q3
$73K Sell
727
-1,586
-69% -$159K ﹤0.01% 1156
2023
Q2
$314K Sell
2,313
-190
-8% -$25.8K ﹤0.01% 821
2023
Q1
$260K Sell
2,503
-223
-8% -$23.2K ﹤0.01% 901
2022
Q4
$242K Hold
2,726
﹤0.01% 918
2022
Q3
$219K Hold
2,726
﹤0.01% 936
2022
Q2
$261K Sell
2,726
-1,417
-34% -$136K ﹤0.01% 912
2022
Q1
$615K Hold
4,143
﹤0.01% 773
2021
Q4
$587K Hold
4,143
﹤0.01% 828
2021
Q3
$542K Sell
4,143
-4,143
-50% -$542K ﹤0.01% 846
2021
Q2
$1.14M Hold
8,286
﹤0.01% 850
2021
Q1
$1.08M Hold
8,286
﹤0.01% 852
2020
Q4
$5.1M Hold
8,286
﹤0.01% 852
2020
Q3
$652K Sell
8,286
-1,388
-14% -$109K ﹤0.01% 872
2020
Q2
$696K Buy
9,674
+4,837
+100% +$348K ﹤0.01% 885
2020
Q1
$277K Sell
4,837
-14,075
-74% -$806K ﹤0.01% 965
2019
Q4
$2.12M Buy
18,912
+2,396
+15% +$268K 0.01% 673
2019
Q3
$1.59M Buy
16,516
+13,987
+553% +$1.34M 0.01% 717
2019
Q2
$216K Buy
+2,529
New +$216K ﹤0.01% 1217