Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.6K Hold
561
﹤0.01% 2676
2025
Q1
$40.6K Hold
561
﹤0.01% 2620
2024
Q4
$39.2K Sell
561
-17
-3% -$1.19K ﹤0.01% 2601
2024
Q3
$59.7K Sell
578
-4
-0.7% -$413 ﹤0.01% 2373
2024
Q2
$67.5K Sell
582
-77
-12% -$8.94K ﹤0.01% 2240
2024
Q1
$75.7K Sell
659
-174
-21% -$20K ﹤0.01% 2158
2023
Q4
$93.8K Buy
833
+168
+25% +$18.9K ﹤0.01% 1972
2023
Q3
$63.5K Buy
665
+432
+185% +$41.2K ﹤0.01% 2016
2023
Q2
$23.8K Sell
233
-50
-18% -$5.1K ﹤0.01% 2331
2023
Q1
$28.7K Sell
283
-303
-52% -$30.8K ﹤0.01% 2217
2022
Q4
$27.5K Buy
+586
New +$27.5K ﹤0.01% 2002
2022
Q1
Sell
-2,060
Closed -$323K 1516
2021
Q4
$323K Sell
2,060
-106
-5% -$16.6K ﹤0.01% 1289
2021
Q3
$362K Sell
2,166
-433
-17% -$72.4K 0.01% 841
2021
Q2
$509K Sell
2,599
-2,919
-53% -$572K 0.01% 733
2021
Q1
$1.01M Buy
5,518
+962
+21% +$176K 0.03% 454
2020
Q4
$758K Buy
4,556
+2,471
+119% +$411K 0.02% 489
2020
Q3
$269K Buy
+2,085
New +$269K 0.01% 751
2018
Q3
Sell
-3,486
Closed -$279 678
2018
Q2
$279 Sell
3,486
-238
-6% -$19 0.03% 429
2018
Q1
$255K Buy
+3,724
New +$255K 0.03% 392