Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.6K Sell
4,950
-1,229
-20% -$11.3K ﹤0.01% 4761
2025
Q1
$95.6K Buy
6,179
+1,363
+28% +$21.1K ﹤0.01% 4199
2024
Q4
$41.6K Sell
4,816
-4,434
-48% -$38.3K ﹤0.01% 4811
2024
Q3
$89.2K Sell
9,250
-2,310
-20% -$22.3K ﹤0.01% 4299
2024
Q2
$99.5K Sell
11,560
-33,030
-74% -$284K ﹤0.01% 4139
2024
Q1
$366K Sell
44,590
-40,037
-47% -$328K ﹤0.01% 3190
2023
Q4
$673K Sell
84,627
-16,337
-16% -$130K ﹤0.01% 2902
2023
Q3
$838K Buy
100,964
+32,874
+48% +$273K ﹤0.01% 2798
2023
Q2
$723K Buy
68,090
+58,228
+590% +$618K ﹤0.01% 2813
2023
Q1
$94.5K Sell
9,862
-5,054
-34% -$48.4K ﹤0.01% 4495
2022
Q4
$111K Buy
14,916
+5,215
+54% +$38.8K ﹤0.01% 4346
2022
Q3
$53K Sell
9,701
-27
-0.3% -$148 ﹤0.01% 4852
2022
Q2
$58K Buy
9,728
+1,010
+12% +$6.02K ﹤0.01% 4837
2022
Q1
$81K Sell
8,718
-615
-7% -$5.71K ﹤0.01% 4745
2021
Q4
$80K Buy
9,333
+43
+0.5% +$369 ﹤0.01% 4759
2021
Q3
$76K Sell
9,290
-4,951
-35% -$40.5K ﹤0.01% 4765
2021
Q2
$154K Buy
14,241
+2,800
+24% +$30.3K ﹤0.01% 4095
2021
Q1
$108K Sell
11,441
-243
-2% -$2.29K ﹤0.01% 4271
2020
Q4
$136K Buy
11,684
+1,126
+11% +$13.1K ﹤0.01% 3811
2020
Q3
$125K Sell
10,558
-1,466
-12% -$17.4K ﹤0.01% 3627
2020
Q2
$189K Buy
12,024
+10,952
+1,022% +$172K ﹤0.01% 3179
2020
Q1
$5K Buy
+1,072
New +$5K ﹤0.01% 5267