Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-89
Closed -$2.16K 969
2025
Q1
$2.16K Buy
+89
New +$2.16K ﹤0.01% 862
2024
Q3
Sell
-104
Closed -$4.9K 925
2024
Q2
$4.9K Sell
104
-2,739
-96% -$129K ﹤0.01% 781
2024
Q1
$167K Buy
+2,843
New +$167K 0.01% 313
2023
Q2
Sell
-4,366
Closed -$242K 579
2023
Q1
$242K Buy
4,366
+1,761
+68% +$97.7K 0.02% 272
2022
Q4
$138K Sell
2,605
-591
-18% -$31.3K 0.01% 454
2022
Q3
$137K Buy
3,196
+369
+13% +$15.8K 0.01% 643
2022
Q2
$131K Sell
2,827
-21,574
-88% -$1,000K 0.01% 681
2022
Q1
$1.28M Buy
24,401
+23,967
+5,522% +$1.25M 0.06% 221
2021
Q4
$25K Sell
434
-7,766
-95% -$447K ﹤0.01% 616
2021
Q3
$394K Buy
8,200
+4,263
+108% +$205K 0.02% 520
2021
Q2
$182K Sell
3,937
-3,200
-45% -$148K 0.01% 755
2021
Q1
$272K Buy
7,137
+6,902
+2,937% +$263K 0.01% 657
2020
Q4
$6K Buy
235
+17
+8% +$434 ﹤0.01% 1161
2020
Q3
$3K Sell
218
-1,369
-86% -$18.8K ﹤0.01% 1742
2020
Q2
$18K Buy
1,587
+1,526
+2,502% +$17.3K ﹤0.01% 1157
2020
Q1
$1K Buy
61
+29
+91% +$475 ﹤0.01% 2212
2019
Q4
$1K Sell
32
-3,588
-99% -$112K ﹤0.01% 2152
2019
Q3
$67K Sell
3,620
-3,491
-49% -$64.6K ﹤0.01% 921
2019
Q2
$156K Buy
7,111
+2,686
+61% +$58.9K 0.01% 638
2019
Q1
$103K Sell
4,425
-304
-6% -$7.08K 0.01% 692
2018
Q4
$95K Buy
4,729
+1,721
+57% +$34.6K 0.01% 651
2018
Q3
$77K Sell
3,008
-1,059
-26% -$27.1K 0.01% 695
2018
Q2
$117K Sell
4,067
-10,523
-72% -$302K 0.01% 597
2018
Q1
$443K Buy
14,590
+13,516
+1,258% +$410K 0.04% 358
2017
Q4
$38K Buy
+1,074
New +$38K ﹤0.01% 751
2017
Q3
Sell
-597
Closed -$18K 1723
2017
Q2
$18K Buy
597
+323
+118% +$9.74K ﹤0.01% 849
2017
Q1
$9K Buy
+274
New +$9K ﹤0.01% 879