Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
1,356
-1,377
-50% -$111K ﹤0.01% 4111
2025
Q1
$207K Buy
2,733
+1,516
+125% +$115K ﹤0.01% 3594
2024
Q4
$99.6K Sell
1,217
-2,137
-64% -$175K ﹤0.01% 4165
2024
Q3
$226K Buy
3,354
+1,256
+60% +$84.5K ﹤0.01% 3554
2024
Q2
$155K Buy
2,098
+1,101
+110% +$81.6K ﹤0.01% 3765
2024
Q1
$78.3K Sell
997
-196
-16% -$15.4K ﹤0.01% 4402
2023
Q4
$74.7K Sell
1,193
-876
-42% -$54.8K ﹤0.01% 4618
2023
Q3
$107K Buy
2,069
+722
+54% +$37.5K ﹤0.01% 4453
2023
Q2
$71.8K Buy
1,347
+88
+7% +$4.69K ﹤0.01% 4702
2023
Q1
$62.3K Buy
1,259
+53
+4% +$2.62K ﹤0.01% 4799
2022
Q4
$56.6K Buy
1,206
+675
+127% +$31.7K ﹤0.01% 4836
2022
Q3
$22K Buy
531
+157
+42% +$6.51K ﹤0.01% 5488
2022
Q2
$16K Sell
374
-3
-0.8% -$128 ﹤0.01% 5741
2022
Q1
$16K Sell
377
-17
-4% -$721 ﹤0.01% 5801
2021
Q4
$15K Buy
394
+14
+4% +$533 ﹤0.01% 5935
2021
Q3
$12K Sell
380
-104
-21% -$3.28K ﹤0.01% 6064
2021
Q2
$16K Buy
484
+8
+2% +$264 ﹤0.01% 5768
2021
Q1
$15K Buy
476
+131
+38% +$4.13K ﹤0.01% 5620
2020
Q4
$9K Sell
345
-452
-57% -$11.8K ﹤0.01% 5502
2020
Q3
$19K Sell
797
-747
-48% -$17.8K ﹤0.01% 4911
2020
Q2
$38K Buy
1,544
+1,397
+950% +$34.4K ﹤0.01% 4368
2020
Q1
$3K Buy
+147
New +$3K ﹤0.01% 5448