Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Sell
11,955
-521
-4% -$5.83K ﹤0.01% 5058
2025
Q1
$115K Sell
12,476
-5,848
-32% -$53.9K ﹤0.01% 4881
2024
Q4
$144K Sell
18,324
-2,919
-14% -$23K ﹤0.01% 4787
2024
Q3
$266K Buy
21,243
+1,078
+5% +$13.5K ﹤0.01% 4435
2024
Q2
$121K Buy
20,165
+1,038
+5% +$6.24K ﹤0.01% 4598
2024
Q1
$127K Sell
19,127
-23,391
-55% -$156K ﹤0.01% 4551
2023
Q4
$439K Buy
42,518
+23,190
+120% +$239K ﹤0.01% 3722
2023
Q3
$136K Buy
19,328
+3,054
+19% +$21.5K ﹤0.01% 4299
2023
Q2
$202K Buy
16,274
+5,647
+53% +$70.1K ﹤0.01% 4098
2023
Q1
$96.3K Sell
10,627
-34
-0.3% -$308 ﹤0.01% 4186
2022
Q4
$45.2K Sell
10,661
-3,539
-25% -$15K ﹤0.01% 4252
2022
Q3
$83K Sell
14,200
-3,229
-19% -$18.9K ﹤0.01% 4117
2022
Q2
$144K Sell
17,429
-1,764
-9% -$14.6K ﹤0.01% 4006
2022
Q1
$346K Sell
19,193
-1,728
-8% -$31.2K ﹤0.01% 3458
2021
Q4
$803K Sell
20,921
-7,031
-25% -$270K ﹤0.01% 2844
2021
Q3
$1.4M Sell
27,952
-2,255
-7% -$113K ﹤0.01% 2322
2021
Q2
$1.92M Sell
30,207
-267
-0.9% -$16.9K ﹤0.01% 2008
2021
Q1
$2.03M Buy
30,474
+6,952
+30% +$463K ﹤0.01% 1822
2020
Q4
$1.61M Buy
23,522
+692
+3% +$47.5K ﹤0.01% 1817
2020
Q3
$1.14M Buy
22,830
+779
+4% +$38.9K ﹤0.01% 1831
2020
Q2
$924K Buy
22,051
+1,513
+7% +$63.4K ﹤0.01% 1867
2020
Q1
$317K Buy
20,538
+1,341
+7% +$20.7K ﹤0.01% 2454
2019
Q4
$406K Sell
19,197
-1,900
-9% -$40.2K ﹤0.01% 2534
2019
Q3
$355K Buy
21,097
+677
+3% +$11.4K ﹤0.01% 2538
2019
Q2
$367K Buy
20,420
+9,975
+96% +$179K ﹤0.01% 2523
2019
Q1
$212K Buy
+10,445
New +$212K ﹤0.01% 2887