Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79K Sell
38
-6
-14% -$599 ﹤0.01% 359
2025
Q1
$4.6K Buy
44
+12
+38% +$1.25K ﹤0.01% 324
2024
Q4
$4.43K Sell
32
-4
-11% -$553 ﹤0.01% 324
2024
Q3
$5.68K Sell
36
-2
-5% -$316 ﹤0.01% 313
2024
Q2
$5.66K Hold
38
﹤0.01% 315
2024
Q1
$6.73K Sell
38
-612
-94% -$108K ﹤0.01% 309
2023
Q4
$92.5K Buy
650
+1
+0.2% +$142 0.03% 212
2023
Q3
$71.8K Sell
649
-124
-16% -$13.7K 0.02% 216
2023
Q2
$102K Sell
773
-10,039
-93% -$1.32M 0.03% 210
2023
Q1
$1.79M Buy
10,812
+516
+5% +$85.5K 0.6% 49
2022
Q4
$1.53M Buy
10,296
+50
+0.5% +$7.45K 0.56% 49
2022
Q3
$1.52M Buy
10,246
+1,222
+14% +$181K 0.6% 48
2022
Q2
$1.27M Buy
9,024
+84
+0.9% +$11.9K 0.49% 64
2022
Q1
$1.9M Buy
8,940
+409
+5% +$86.8K 0.6% 53
2021
Q4
$1.98M Buy
8,531
+142
+2% +$32.9K 0.62% 46
2021
Q3
$1.92M Sell
8,389
-2,608
-24% -$597K 0.69% 36
2021
Q2
$2.66M Sell
10,997
-847
-7% -$205K 0.96% 21
2021
Q1
$2.35M Buy
11,844
+449
+4% +$88.9K 0.93% 26
2020
Q4
$2.01M Sell
11,395
-780
-6% -$138K 0.84% 34
2020
Q3
$1.92M Sell
12,175
-50
-0.4% -$7.87K 0.9% 29
2020
Q2
$1.47M Buy
12,225
+5,297
+76% +$635K 0.79% 40
2020
Q1
$644K Buy
6,928
+6,878
+13,756% +$639K 0.45% 67
2019
Q4
$6K Hold
50
﹤0.01% 260
2019
Q3
$5K Hold
50
﹤0.01% 301
2019
Q2
$4K Hold
50
﹤0.01% 319
2019
Q1
$4K Hold
50
﹤0.01% 292
2018
Q4
$3K Buy
+50
New +$3K ﹤0.01% 313