Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
397
-47
-11% -$7.1K 0.02% 145
2025
Q1
$65K Buy
444
+251
+130% +$36.7K 0.02% 127
2024
Q4
$24K Sell
193
-20
-9% -$2.49K 0.01% 164
2024
Q3
$29K Hold
213
0.01% 154
2024
Q2
$21K Sell
213
-42
-16% -$4.14K 0.01% 162
2024
Q1
$22K Hold
255
0.01% 160
2023
Q4
$23K Buy
255
+231
+963% +$20.8K 0.01% 160
2023
Q3
$1K Hold
24
﹤0.01% 258
2023
Q2
$2K Sell
24
-5
-17% -$417 ﹤0.01% 242
2023
Q1
$2K Sell
29
-61
-68% -$4.21K ﹤0.01% 247
2022
Q4
$8K Sell
90
-9
-9% -$800 ﹤0.01% 171
2022
Q3
$9K Sell
99
-159
-62% -$14.5K ﹤0.01% 158
2022
Q2
$27K Sell
258
-95
-27% -$9.94K 0.01% 96
2022
Q1
$43K Sell
353
-2,694
-88% -$328K 0.02% 86
2021
Q4
$452K Sell
3,047
-13,219
-81% -$1.96M 0.19% 41
2021
Q3
$2.39M Buy
16,266
+21
+0.1% +$3.08K 1.09% 21
2021
Q2
$2.7M Buy
16,245
+441
+3% +$73.2K 1.21% 18
2021
Q1
$2.55M Buy
15,804
+3,040
+24% +$490K 1.25% 18
2020
Q4
$1.87M Buy
12,764
+387
+3% +$56.5K 1% 18
2020
Q3
$1.66M Buy
+12,377
New +$1.66M 0.98% 21
2020
Q1
Sell
-158
Closed -$23K 215
2019
Q4
$23K Hold
158
0.01% 78
2019
Q3
$21K Sell
158
-36
-19% -$4.79K 0.01% 65
2019
Q2
$28K Buy
194
+30
+18% +$4.33K 0.02% 50
2019
Q1
$28K Hold
164
0.02% 44
2018
Q4
$26K Hold
164
0.02% 43
2018
Q3
$28K Buy
164
+60
+58% +$10.2K 0.02% 41
2018
Q2
$17K Hold
104
0.01% 64
2018
Q1
$19K Buy
104
+36
+53% +$6.58K 0.02% 51
2017
Q4
$13K Buy
+68
New +$13K 0.01% 56