Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.5K Sell
111
-159
-59% -$16.4K ﹤0.01% 3163
2025
Q1
$25K Buy
270
+1
+0.4% +$92 ﹤0.01% 2786
2024
Q4
$25.2K Sell
269
-44
-14% -$4.12K ﹤0.01% 2743
2024
Q3
$30.6K Sell
313
-2,096
-87% -$205K ﹤0.01% 2590
2024
Q2
$236K Buy
2,409
+1,979
+460% +$194K ﹤0.01% 1841
2024
Q1
$52.9K Sell
430
-69
-14% -$8.49K ﹤0.01% 2293
2023
Q4
$60.6K Sell
499
-7,120
-93% -$864K ﹤0.01% 2160
2023
Q3
$901K Buy
7,619
+5
+0.1% +$591 0.01% 907
2023
Q2
$1M Sell
7,614
-4,667
-38% -$613K 0.01% 870
2023
Q1
$1.66M Buy
12,281
+11,925
+3,350% +$1.61M 0.02% 593
2022
Q4
$5.59K Buy
+356
New +$5.59K ﹤0.01% 2553
2022
Q1
Sell
-12,485
Closed -$1.45M 1154
2021
Q4
$1.45M Buy
12,485
+730
+6% +$84.7K 0.02% 567
2021
Q3
$1.44M Sell
11,755
-1,119
-9% -$137K 0.04% 410
2021
Q2
$1.68M Buy
12,874
+233
+2% +$30.4K 0.04% 351
2021
Q1
$1.82M Buy
12,641
+5,905
+88% +$848K 0.05% 305
2020
Q4
$694K Buy
+6,736
New +$694K 0.02% 510