Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
14,029
-1,423
-9% -$12.1K ﹤0.01% 5087
2025
Q1
$126K Sell
15,452
-25,629
-62% -$209K ﹤0.01% 4862
2024
Q4
$284K Sell
41,081
-4,551
-10% -$31.4K ﹤0.01% 4478
2024
Q3
$330K Sell
45,632
-11,047
-19% -$79.9K ﹤0.01% 4268
2024
Q2
$431K Buy
56,679
+3,285
+6% +$25K ﹤0.01% 3916
2024
Q1
$359K Buy
53,394
+1,284
+2% +$8.63K ﹤0.01% 4001
2023
Q4
$355K Buy
52,110
+7
+0% +$48 ﹤0.01% 3903
2023
Q3
$313K Buy
52,103
+1,114
+2% +$6.68K ﹤0.01% 3839
2023
Q2
$307K Sell
50,989
-1,292
-2% -$7.79K ﹤0.01% 3785
2023
Q1
$378K Buy
52,281
+3,131
+6% +$22.6K ﹤0.01% 3541
2022
Q4
$446K Sell
49,150
-6,711
-12% -$60.9K ﹤0.01% 3343
2022
Q3
$418K Sell
55,861
-8,222
-13% -$61.5K ﹤0.01% 3295
2022
Q2
$394K Sell
64,083
-10,486
-14% -$64.5K ﹤0.01% 3384
2022
Q1
$566K Buy
74,569
+1,724
+2% +$13.1K ﹤0.01% 3086
2021
Q4
$613K Buy
72,845
+4,617
+7% +$38.9K ﹤0.01% 3094
2021
Q3
$552K Sell
68,228
-783
-1% -$6.34K ﹤0.01% 3116
2021
Q2
$745K Sell
69,011
-12,359
-15% -$133K ﹤0.01% 2806
2021
Q1
$687K Sell
81,370
-221,298
-73% -$1.87M ﹤0.01% 2731
2020
Q4
$2.38M Buy
302,668
+287,609
+1,910% +$2.26M ﹤0.01% 1559
2020
Q3
$123K Sell
15,059
-382
-2% -$3.12K ﹤0.01% 3307
2020
Q2
$123K Buy
15,441
+2,335
+18% +$18.6K ﹤0.01% 3233
2020
Q1
$57K Buy
+13,106
New +$57K ﹤0.01% 3063
2018
Q3
Sell
-10,019
Closed -$87K 3216
2018
Q2
$87K Sell
10,019
-3,916
-28% -$34K ﹤0.01% 3097
2018
Q1
$111K Buy
+13,935
New +$111K ﹤0.01% 3045