Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.59K Sell
1,733
-318
-16% -$1.39K ﹤0.01% 3290
2025
Q1
$8.04K Buy
2,051
+95
+5% +$372 ﹤0.01% 3173
2024
Q4
$10.4K Buy
1,956
+448
+30% +$2.38K ﹤0.01% 3022
2024
Q3
$10.7K Sell
1,508
-100,141
-99% -$711K ﹤0.01% 2914
2024
Q2
$112K Sell
101,649
-630
-0.6% -$693 ﹤0.01% 2090
2024
Q1
$160K Buy
102,279
+98,520
+2,621% +$154K ﹤0.01% 1915
2023
Q4
$6.88K Buy
3,759
+70
+2% +$128 ﹤0.01% 3002
2023
Q3
$5.24K Buy
3,689
+1,039
+39% +$1.48K ﹤0.01% 2797
2023
Q2
$5.99K Sell
2,650
-11,067
-81% -$25K ﹤0.01% 2754
2023
Q1
$36.3K Buy
13,717
+49
+0.4% +$130 ﹤0.01% 2127
2022
Q4
$3.76K Sell
13,668
-11,426
-46% -$3.14K ﹤0.01% 2682
2022
Q3
$182K Buy
25,094
+11,238
+81% +$81.5K ﹤0.01% 1372
2022
Q2
$151K Sell
13,856
-3,142
-18% -$34.2K ﹤0.01% 1431
2022
Q1
$192K Sell
16,998
-129
-0.8% -$1.46K ﹤0.01% 1018
2021
Q4
$215K Sell
17,127
-851
-5% -$10.7K ﹤0.01% 1491
2021
Q3
$223K Sell
17,978
-1,209
-6% -$15K 0.01% 1012
2021
Q2
$261K Buy
19,187
+100
+0.5% +$1.36K 0.01% 961
2021
Q1
$255K Sell
19,087
-1,490
-7% -$19.9K 0.01% 867
2020
Q4
$201K Sell
20,577
-1,713
-8% -$16.7K 0.01% 895
2020
Q3
$225K Buy
22,290
+1,031
+5% +$10.4K 0.01% 791
2020
Q2
$213K Sell
21,259
-5,052
-19% -$50.6K 0.01% 759
2020
Q1
$249K Buy
26,311
+2,341
+10% +$22.2K 0.01% 651
2019
Q4
$316K Sell
23,970
-749
-3% -$9.87K 0.01% 646
2019
Q3
$308K Buy
24,719
+1,858
+8% +$23.2K 0.01% 628
2019
Q2
$269K Sell
22,861
-6,733
-23% -$79.2K 0.02% 547
2019
Q1
$355K Sell
29,594
-9,004
-23% -$108K 0.02% 481
2018
Q4
$585 Buy
38,598
+17,432
+82% +$264 0.04% 339
2018
Q3
$449K Buy
21,166
+4,398
+26% +$93.3K 0.03% 388
2018
Q2
$311 Buy
16,768
+863
+5% +$16 0.03% 403
2018
Q1
$259K Buy
15,905
+5,110
+47% +$83.2K 0.03% 389
2017
Q4
$186K Buy
+10,795
New +$186K 0.03% 392
2017
Q3
Sell
-5,721
Closed -$134K 793
2017
Q2
$134K Buy
+5,721
New +$134K 0.02% 371
2016
Q4
Sell
-10,845
Closed -$298K 275
2016
Q3
$298K Buy
+10,845
New +$298K 0.09% 169