Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8K Sell
525
-941
-64% -$3.23K ﹤0.01% 3637
2025
Q1
$5.59K Buy
1,466
+11
+0.8% +$42 ﹤0.01% 3271
2024
Q4
$6.34K Sell
1,455
-34,579
-96% -$151K ﹤0.01% 3169
2024
Q3
$241K Buy
36,034
+22,802
+172% +$152K ﹤0.01% 1918
2024
Q2
$55K Buy
13,232
+738
+6% +$3.07K ﹤0.01% 2310
2024
Q1
$56.2K Sell
12,494
-14,866
-54% -$66.9K ﹤0.01% 2269
2023
Q4
$205K Sell
27,360
-2,757
-9% -$20.7K ﹤0.01% 1704
2023
Q3
$272K Sell
30,117
-8,360
-22% -$75.6K ﹤0.01% 1478
2023
Q2
$373K Sell
38,477
-74,238
-66% -$719K ﹤0.01% 1348
2023
Q1
$1.18M Buy
112,715
+91,571
+433% +$962K 0.01% 725
2022
Q4
$26.9K Buy
21,144
+234
+1% +$297 ﹤0.01% 2013
2022
Q3
$330K Sell
20,910
-80,076
-79% -$1.26M 0.01% 1160
2022
Q2
$2.19M Sell
100,986
-3,528
-3% -$76.6K 0.04% 418
2022
Q1
$2.2M Buy
104,514
+83,000
+386% +$1.75M 0.04% 394
2021
Q4
$682K Buy
21,514
+404
+2% +$12.8K 0.01% 925
2021
Q3
$752K Sell
21,110
-1,590
-7% -$56.6K 0.02% 628
2021
Q2
$1.21M Buy
22,700
+2,192
+11% +$117K 0.03% 439
2021
Q1
$799K Sell
20,508
-15,936
-44% -$621K 0.02% 520
2020
Q4
$1.78M Sell
36,444
-2,123
-6% -$104K 0.06% 282
2020
Q3
$818K Buy
38,567
+28,267
+274% +$600K 0.03% 434
2020
Q2
$80K Buy
+10,300
New +$80K ﹤0.01% 818