Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.1K Buy
20,920
+10,792
+107% +$50.1K ﹤0.01% 1500
2025
Q1
$55.4K Sell
10,128
-4,759
-32% -$26K ﹤0.01% 1497
2024
Q4
$103K Buy
14,887
+4,274
+40% +$29.6K ﹤0.01% 1575
2024
Q3
$99.4K Buy
10,613
+279
+3% +$2.61K ﹤0.01% 1563
2024
Q2
$104K Sell
10,334
-4,193
-29% -$42K ﹤0.01% 1524
2024
Q1
$173K Sell
14,527
-1,245
-8% -$14.9K ﹤0.01% 1505
2023
Q4
$196K Buy
15,772
+180
+1% +$2.24K ﹤0.01% 1504
2023
Q3
$171K Buy
15,592
+425
+3% +$4.66K ﹤0.01% 1458
2023
Q2
$186K Buy
15,167
+2,612
+21% +$32K ﹤0.01% 1486
2023
Q1
$152K Buy
12,555
+2,014
+19% +$24.3K ﹤0.01% 1520
2022
Q4
$90.2K Sell
10,541
-224
-2% -$1.92K ﹤0.01% 1566
2022
Q3
$69K Sell
10,765
-239
-2% -$1.53K ﹤0.01% 1524
2022
Q2
$84K Buy
11,004
+906
+9% +$6.92K ﹤0.01% 1478
2022
Q1
$91K Buy
+10,098
New +$91K ﹤0.01% 1419
2020
Q2
Sell
-10,761
Closed -$57K 1523
2020
Q1
$57K Sell
10,761
-1,323
-11% -$7.01K ﹤0.01% 1462
2019
Q4
$137K Sell
12,084
-1,149
-9% -$13K ﹤0.01% 1300
2019
Q3
$140K Sell
13,233
-3,887
-23% -$41.1K ﹤0.01% 1477
2019
Q2
$229K Buy
17,120
+4,603
+37% +$61.6K ﹤0.01% 1356
2019
Q1
$145K Sell
12,517
-5,527
-31% -$64K ﹤0.01% 1454
2018
Q4
$119K Buy
18,044
+2,324
+15% +$15.3K ﹤0.01% 1339
2018
Q3
$198K Buy
15,720
+5,229
+50% +$65.9K ﹤0.01% 1433
2018
Q2
$147K Sell
10,491
-477
-4% -$6.68K ﹤0.01% 1459
2018
Q1
$201K Sell
10,968
-12,812
-54% -$235K ﹤0.01% 1435
2017
Q4
$473K Sell
23,780
-3,374
-12% -$67.1K ﹤0.01% 1025
2017
Q3
$449K Buy
27,154
+269
+1% +$4.45K ﹤0.01% 1045
2017
Q2
$504K Buy
26,885
+13,482
+101% +$253K ﹤0.01% 968
2017
Q1
$242K Buy
+13,403
New +$242K ﹤0.01% 1359