Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.9K Sell
3,901
-270
-6% -$2.35K ﹤0.01% 2780
2025
Q1
$36.3K Buy
4,171
+116
+3% +$1.01K ﹤0.01% 2662
2024
Q4
$43.7K Sell
4,055
-14,308
-78% -$154K ﹤0.01% 2564
2024
Q3
$196K Sell
18,363
-14,267
-44% -$153K ﹤0.01% 2004
2024
Q2
$542K Buy
32,630
+5,238
+19% +$87K ﹤0.01% 1369
2024
Q1
$314K Sell
27,392
-1,540
-5% -$17.7K ﹤0.01% 1616
2023
Q4
$490K Buy
28,932
+174
+0.6% +$2.95K ﹤0.01% 1292
2023
Q3
$256K Sell
28,758
-1,937
-6% -$17.3K ﹤0.01% 1507
2023
Q2
$363K Sell
30,695
-207
-0.7% -$2.45K ﹤0.01% 1368
2023
Q1
$346K Buy
30,902
+7,406
+32% +$83K ﹤0.01% 1312
2022
Q4
$20.4K Sell
23,496
-2,566
-10% -$2.22K ﹤0.01% 2115
2022
Q3
$256K Sell
26,062
-43,662
-63% -$429K ﹤0.01% 1271
2022
Q2
$916K Buy
69,724
+25,474
+58% +$335K 0.02% 709
2022
Q1
$1.59M Buy
44,250
+3,831
+9% +$138K 0.03% 480
2021
Q4
$1.9M Buy
40,419
+2,779
+7% +$131K 0.03% 470
2021
Q3
$2.78M Sell
37,640
-3,362
-8% -$248K 0.07% 257
2021
Q2
$2.79M Buy
41,002
+2,490
+6% +$170K 0.07% 244
2021
Q1
$2.01M Buy
38,512
+6,755
+21% +$353K 0.06% 287
2020
Q4
$1.59M Buy
31,757
+3,143
+11% +$157K 0.05% 297
2020
Q3
$747K Sell
28,614
-2,563
-8% -$66.9K 0.03% 457
2020
Q2
$732K Sell
31,177
-31,281
-50% -$734K 0.03% 439
2020
Q1
$743K Buy
62,458
+36,279
+139% +$432K 0.04% 367
2019
Q4
$427K Buy
26,179
+12,599
+93% +$206K 0.02% 573
2019
Q3
$196K Buy
+13,580
New +$196K 0.01% 755
2017
Q3
Sell
-1,600
Closed -$27.2K 1007
2017
Q2
$27.2K Buy
+1,600
New +$27.2K ﹤0.01% 647