Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.25K Sell
52
-6
-10% -$951 ﹤0.01% 319
2025
Q1
$8.84K Buy
58
+3
+5% +$457 ﹤0.01% 297
2024
Q4
$8.51K Sell
55
-5,025
-99% -$777K ﹤0.01% 300
2024
Q3
$864K Buy
5,080
+4,963
+4,242% +$844K 0.22% 140
2024
Q2
$23.5K Buy
117
+68
+139% +$13.7K 0.01% 267
2024
Q1
$8.27K Buy
49
+14
+40% +$2.36K ﹤0.01% 304
2023
Q4
$5.16K Sell
35
-80
-70% -$11.8K ﹤0.01% 330
2023
Q3
$12.8K Buy
115
+80
+229% +$8.92K ﹤0.01% 314
2023
Q2
$4.19K Sell
35
-5,496
-99% -$659K ﹤0.01% 376
2023
Q1
$706K Sell
5,531
-136
-2% -$17.4K 0.24% 127
2022
Q4
$623K Sell
5,667
-286
-5% -$31.4K 0.23% 133
2022
Q3
$672K Sell
5,953
-466
-7% -$52.6K 0.27% 121
2022
Q2
$819K Sell
6,419
-1,725
-21% -$220K 0.32% 104
2022
Q1
$1.25M Buy
8,144
+1,150
+16% +$176K 0.39% 84
2021
Q4
$1.28M Buy
6,994
+158
+2% +$28.9K 0.4% 85
2021
Q3
$882K Sell
6,836
-531
-7% -$68.5K 0.32% 125
2021
Q2
$1.05M Buy
7,367
+95
+1% +$13.6K 0.38% 95
2021
Q1
$964K Buy
7,272
+247
+4% +$32.7K 0.38% 96
2020
Q4
$1.07M Buy
7,025
+182
+3% +$27.7K 0.45% 73
2020
Q3
$805K Buy
6,843
+112
+2% +$13.2K 0.38% 90
2020
Q2
$614K Buy
6,731
+13
+0.2% +$1.19K 0.33% 93
2020
Q1
$454K Buy
+6,718
New +$454K 0.32% 97
2018
Q4
Sell
-20
Closed -$1K 375
2018
Q3
$1K Sell
20
-467
-96% -$23.4K ﹤0.01% 317
2018
Q2
$27K Hold
487
0.02% 204
2018
Q1
$27K Buy
487
+145
+42% +$8.04K 0.02% 215
2017
Q4
$22K Buy
+342
New +$22K 0.02% 209