Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Sell
847
-416
-33% -$36.3K ﹤0.01% 4393
2025
Q1
$92.4K Buy
1,263
+193
+18% +$14.1K ﹤0.01% 4228
2024
Q4
$90.8K Sell
1,070
-30
-3% -$2.55K ﹤0.01% 4237
2024
Q3
$99.6K Buy
1,100
+129
+13% +$11.7K ﹤0.01% 4217
2024
Q2
$78.3K Buy
971
+71
+8% +$5.72K ﹤0.01% 4319
2024
Q1
$87.6K Sell
900
-2,093
-70% -$204K ﹤0.01% 4336
2023
Q4
$247K Sell
2,993
-1,305
-30% -$108K ﹤0.01% 3749
2023
Q3
$275K Buy
4,298
+1,216
+39% +$77.8K ﹤0.01% 3758
2023
Q2
$213K Buy
3,082
+236
+8% +$16.3K ﹤0.01% 3839
2023
Q1
$165K Buy
2,846
+1,484
+109% +$85.8K ﹤0.01% 4026
2022
Q4
$67K Sell
1,362
-33
-2% -$1.62K ﹤0.01% 4719
2022
Q3
$56K Sell
1,395
-11,509
-89% -$462K ﹤0.01% 4806
2022
Q2
$574K Sell
12,904
-387
-3% -$17.2K ﹤0.01% 2783
2022
Q1
$661K Buy
13,291
+3,108
+31% +$155K ﹤0.01% 2953
2021
Q4
$612K Buy
10,183
+3,435
+51% +$206K ﹤0.01% 2869
2021
Q3
$296K Buy
6,748
+6,457
+2,219% +$283K ﹤0.01% 3548
2021
Q2
$14K Hold
291
﹤0.01% 5849
2021
Q1
$12K Sell
291
-289
-50% -$11.9K ﹤0.01% 5740
2020
Q4
$18K Sell
580
-431
-43% -$13.4K ﹤0.01% 5178
2020
Q3
$25K Buy
1,011
+71
+8% +$1.76K ﹤0.01% 4764
2020
Q2
$23K Buy
940
+399
+74% +$9.76K ﹤0.01% 4684
2020
Q1
$8K Buy
+541
New +$8K ﹤0.01% 5081