Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
5,986
-554
-8% -$48.7K ﹤0.01% 1058
2025
Q1
$460K Sell
6,540
-987
-13% -$69.4K ﹤0.01% 1094
2024
Q4
$560K Buy
7,527
+503
+7% +$37.4K ﹤0.01% 1118
2024
Q3
$525K Buy
7,024
+1,126
+19% +$84.2K ﹤0.01% 1147
2024
Q2
$353K Sell
5,898
-1,523
-21% -$91.3K ﹤0.01% 1242
2024
Q1
$483K Sell
7,421
-6,956
-48% -$453K ﹤0.01% 1154
2023
Q4
$1.32M Buy
14,377
+7,837
+120% +$718K ﹤0.01% 778
2023
Q3
$461K Buy
6,540
+308
+5% +$21.7K ﹤0.01% 1120
2023
Q2
$399K Sell
6,232
-564
-8% -$36.1K ﹤0.01% 1208
2023
Q1
$447K Buy
6,796
+451
+7% +$29.7K ﹤0.01% 1151
2022
Q4
$258K Sell
6,345
-407
-6% -$16.6K ﹤0.01% 1366
2022
Q3
$381K Sell
6,752
-310
-4% -$17.5K ﹤0.01% 1195
2022
Q2
$562K Buy
7,062
+1,498
+27% +$119K ﹤0.01% 959
2022
Q1
$697K Buy
5,564
+327
+6% +$41K ﹤0.01% 869
2021
Q4
$1.2M Sell
5,237
-66
-1% -$15.1K 0.01% 724
2021
Q3
$1.66M Sell
5,303
-39
-0.7% -$12.2K 0.01% 608
2021
Q2
$2.45M Buy
5,342
+83
+2% +$38.1K 0.01% 516
2021
Q1
$1.71M Sell
5,259
-522
-9% -$170K 0.01% 599
2020
Q4
$1.92M Buy
5,781
+441
+8% +$146K 0.01% 578
2020
Q3
$1.01M Buy
5,340
+1,737
+48% +$328K ﹤0.01% 700
2020
Q2
$420K Buy
3,603
+266
+8% +$31K ﹤0.01% 1017
2020
Q1
$291K Sell
3,337
-120
-3% -$10.5K ﹤0.01% 1145
2019
Q4
$463K Buy
3,457
+957
+38% +$128K ﹤0.01% 883
2019
Q3
$254K Buy
+2,500
New +$254K ﹤0.01% 1297