Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
10,457
+9,916
+1,833% +$315K ﹤0.01% 1958
2025
Q1
$16.2K Sell
541
-177
-25% -$5.29K ﹤0.01% 2936
2024
Q4
$25.8K Sell
718
-58
-7% -$2.08K ﹤0.01% 2732
2024
Q3
$31.4K Buy
776
+33
+4% +$1.34K ﹤0.01% 2582
2024
Q2
$34.7K Sell
743
-477
-39% -$22.3K ﹤0.01% 2459
2024
Q1
$51.8K Sell
1,220
-60
-5% -$2.55K ﹤0.01% 2298
2023
Q4
$53.4K Buy
1,280
+823
+180% +$34.3K ﹤0.01% 2211
2023
Q3
$19.4K Sell
457
-273
-37% -$11.6K ﹤0.01% 2392
2023
Q2
$40.9K Sell
730
-23
-3% -$1.29K ﹤0.01% 2152
2023
Q1
$37.3K Sell
753
-674
-47% -$33.4K ﹤0.01% 2117
2022
Q4
$31.1K Buy
+1,427
New +$31.1K ﹤0.01% 1943
2021
Q2
Sell
-11,823
Closed -$981K 1141
2021
Q1
$981K Sell
11,823
-1,236
-9% -$103K 0.03% 464
2020
Q4
$1.05M Buy
13,059
+429
+3% +$34.4K 0.03% 406
2020
Q3
$822K Buy
12,630
+12
+0.1% +$781 0.03% 433
2020
Q2
$754K Sell
12,618
-173
-1% -$10.3K 0.03% 433
2020
Q1
$540K Buy
12,791
+3,211
+34% +$136K 0.03% 433
2019
Q4
$536K Sell
9,580
-958
-9% -$53.6K 0.02% 501
2019
Q3
$518K Buy
10,538
+3,035
+40% +$149K 0.02% 478
2019
Q2
$360K Buy
7,503
+1,091
+17% +$52.3K 0.02% 487
2019
Q1
$326K Sell
6,412
-810
-11% -$41.2K 0.02% 502
2018
Q4
$279 Buy
+7,222
New +$279 0.02% 504
2018
Q2
Sell
-4,826
Closed -$236K 541
2018
Q1
$236K Buy
+4,826
New +$236K 0.03% 417
2017
Q3
Sell
-370
Closed -$16.5K 483
2017
Q2
$16.5K Buy
+370
New +$16.5K ﹤0.01% 794