Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Buy
2,160
+25
+1% +$271 0.01% 287
2025
Q1
$21.4K Buy
2,135
+135
+7% +$1.35K 0.01% 268
2024
Q4
$19.8K Sell
2,000
-92
-4% -$911 0.01% 277
2024
Q3
$22.1K Sell
2,092
-138
-6% -$1.46K 0.01% 269
2024
Q2
$28K Buy
2,230
+9
+0.4% +$113 0.01% 260
2024
Q1
$29.5K Sell
2,221
-145
-6% -$1.93K 0.01% 246
2023
Q4
$28.8K Sell
2,366
-95,367
-98% -$1.16M 0.01% 253
2023
Q3
$1.21M Sell
97,733
-146
-0.1% -$1.81K 0.4% 76
2023
Q2
$1.48M Buy
97,879
+287
+0.3% +$4.34K 0.48% 57
2023
Q1
$1.23M Buy
97,592
+5,242
+6% +$66K 0.41% 68
2022
Q4
$1.07M Sell
92,350
-5,247
-5% -$61K 0.39% 79
2022
Q3
$1.09M Sell
97,597
-28,778
-23% -$322K 0.43% 73
2022
Q2
$1.41M Buy
126,375
+1,531
+1% +$17K 0.55% 57
2022
Q1
$2.11M Buy
124,844
+26,645
+27% +$451K 0.67% 43
2021
Q4
$2.04M Buy
98,199
+3,012
+3% +$62.6K 0.64% 42
2021
Q3
$1.35M Buy
95,187
+4,122
+5% +$58.3K 0.48% 55
2021
Q2
$1.35M Buy
91,065
+3,843
+4% +$57.1K 0.49% 54
2021
Q1
$1.07M Buy
87,222
+2,904
+3% +$35.6K 0.42% 78
2020
Q4
$741K Buy
84,318
+82,118
+3,733% +$722K 0.31% 116
2020
Q3
$14K Hold
2,200
0.01% 251
2020
Q2
$13K Sell
2,200
-101
-4% -$597 0.01% 235
2020
Q1
$11K Sell
2,301
-1,171
-34% -$5.6K 0.01% 226
2019
Q4
$32K Hold
3,472
0.02% 196
2019
Q3
$32K Sell
3,472
-48,874
-93% -$450K 0.02% 217
2019
Q2
$535K Buy
52,346
+48,874
+1,408% +$500K 0.32% 108
2019
Q1
$30K Hold
3,472
0.02% 203
2018
Q4
$27K Hold
3,472
0.02% 207
2018
Q3
$32K Sell
3,472
-2,040
-37% -$18.8K 0.02% 199
2018
Q2
$61K Hold
5,512
0.04% 167
2018
Q1
$60K Sell
5,512
-173
-3% -$1.88K 0.04% 177
2017
Q4
$71K Buy
+5,685
New +$71K 0.05% 162