Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.3K Sell
3,336
-1,471
-31% -$38K ﹤0.01% 4284
2025
Q1
$127K Buy
4,807
+1,411
+42% +$37.2K ﹤0.01% 3993
2024
Q4
$87K Buy
3,396
+153
+5% +$3.92K ﹤0.01% 4274
2024
Q3
$66.5K Buy
3,243
+342
+12% +$7.02K ﹤0.01% 4519
2024
Q2
$48.7K Sell
2,901
-671
-19% -$11.3K ﹤0.01% 4674
2024
Q1
$57.8K Sell
3,572
-861
-19% -$13.9K ﹤0.01% 4629
2023
Q4
$66.6K Sell
4,433
-1,194
-21% -$17.9K ﹤0.01% 4705
2023
Q3
$109K Buy
5,627
+491
+10% +$9.49K ﹤0.01% 4439
2023
Q2
$87.3K Sell
5,136
-14,716
-74% -$250K ﹤0.01% 4542
2023
Q1
$381K Buy
19,852
+301
+2% +$5.77K ﹤0.01% 3327
2022
Q4
$287K Sell
19,551
-13,372
-41% -$196K ﹤0.01% 3551
2022
Q3
$464K Sell
32,923
-8,521
-21% -$120K ﹤0.01% 2966
2022
Q2
$700K Buy
41,444
+12,809
+45% +$216K ﹤0.01% 2613
2022
Q1
$543K Sell
28,635
-1,676
-6% -$31.8K ﹤0.01% 3159
2021
Q4
$541K Buy
30,311
+4,252
+16% +$75.9K ﹤0.01% 2991
2021
Q3
$495K Sell
26,059
-11,058
-30% -$210K ﹤0.01% 3044
2021
Q2
$797K Buy
37,117
+12,103
+48% +$260K ﹤0.01% 2560
2021
Q1
$503K Buy
25,014
+1,321
+6% +$26.6K ﹤0.01% 2853
2020
Q4
$427K Sell
23,693
-7,601
-24% -$137K ﹤0.01% 2797
2020
Q3
$374K Buy
31,294
+1,531
+5% +$18.3K ﹤0.01% 2700
2020
Q2
$334K Buy
29,763
+14,554
+96% +$163K ﹤0.01% 2685
2020
Q1
$137K Buy
+15,209
New +$137K ﹤0.01% 3206