Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.1K Sell
1,175
-2,039
-63% -$71.4K ﹤0.01% 2725
2025
Q1
$122K Sell
3,214
-154
-5% -$5.85K ﹤0.01% 2235
2024
Q4
$173K Buy
3,368
+2,076
+161% +$107K ﹤0.01% 2125
2024
Q3
$66.1K Buy
1,292
+5
+0.4% +$256 ﹤0.01% 2343
2024
Q2
$58.9K Sell
1,287
-4,824
-79% -$221K ﹤0.01% 2295
2024
Q1
$290K Sell
6,111
-1,090
-15% -$51.7K ﹤0.01% 1664
2023
Q4
$343K Buy
7,201
+254
+4% +$12.1K ﹤0.01% 1483
2023
Q3
$310K Buy
6,947
+3,618
+109% +$161K ﹤0.01% 1414
2023
Q2
$174K Sell
3,329
-2,215
-40% -$116K ﹤0.01% 1686
2023
Q1
$330K Sell
5,544
-173
-3% -$10.3K ﹤0.01% 1332
2022
Q4
$16.9K Sell
5,717
-103
-2% -$304 ﹤0.01% 2176
2022
Q3
$240K Buy
+5,820
New +$240K ﹤0.01% 1301
2022
Q1
Sell
-8,258
Closed -$624K 1658
2021
Q4
$624K Buy
8,258
+4,643
+128% +$351K 0.01% 972
2021
Q3
$242K Buy
3,615
+149
+4% +$9.98K 0.01% 978
2021
Q2
$235K Sell
3,466
-1,715
-33% -$116K 0.01% 988
2021
Q1
$331K Buy
5,181
+1,054
+26% +$67.3K 0.01% 773
2020
Q4
$223K Sell
4,127
-994
-19% -$53.7K 0.01% 864
2020
Q3
$201K Buy
+5,121
New +$201K 0.01% 834
2020
Q1
Sell
-5,737
Closed -$403K 911
2019
Q4
$403K Buy
5,737
+8
+0.1% +$562 0.02% 586
2019
Q3
$359K Buy
+5,729
New +$359K 0.02% 594