Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.1K Sell
993
-637
-39% -$60.4K ﹤0.01% 4224
2025
Q1
$151K Buy
1,630
+524
+47% +$48.5K ﹤0.01% 3858
2024
Q4
$100K Sell
1,106
-461
-29% -$41.9K ﹤0.01% 4156
2024
Q3
$151K Buy
1,567
+65
+4% +$6.27K ﹤0.01% 3879
2024
Q2
$138K Sell
1,502
-396
-21% -$36.4K ﹤0.01% 3874
2024
Q1
$175K Sell
1,898
-63
-3% -$5.81K ﹤0.01% 3796
2023
Q4
$186K Sell
1,961
-2,020
-51% -$192K ﹤0.01% 3980
2023
Q3
$372K Sell
3,981
-4,377
-52% -$409K ﹤0.01% 3501
2023
Q2
$764K Buy
8,358
+208
+3% +$19K ﹤0.01% 2762
2023
Q1
$600K Sell
8,150
-113
-1% -$8.32K ﹤0.01% 2927
2022
Q4
$691K Sell
8,263
-526
-6% -$44K ﹤0.01% 2731
2022
Q3
$851K Sell
8,789
-680
-7% -$65.8K ﹤0.01% 2381
2022
Q2
$993K Sell
9,469
-1,096
-10% -$115K ﹤0.01% 2270
2022
Q1
$1.83M Sell
10,565
-134
-1% -$23.3K ﹤0.01% 1992
2021
Q4
$1.73M Buy
10,699
+1,174
+12% +$190K ﹤0.01% 1898
2021
Q3
$1.42M Buy
9,525
+1,057
+12% +$157K ﹤0.01% 2028
2021
Q2
$2.07M Sell
8,468
-9,360
-53% -$2.29M ﹤0.01% 1683
2021
Q1
$4.73M Buy
17,828
+4,198
+31% +$1.11M 0.01% 992
2020
Q4
$4M Buy
13,630
+1,377
+11% +$404K 0.01% 976
2020
Q3
$2.87M Buy
12,253
+99
+0.8% +$23.2K 0.01% 1087
2020
Q2
$2.41M Buy
12,154
+333
+3% +$66.1K 0.01% 1140
2020
Q1
$2.17M Buy
+11,821
New +$2.17M 0.01% 1031