Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Buy
1,375
+666
+94% +$61.3K ﹤0.01% 3977
2025
Q1
$62.6K Sell
709
-159
-18% -$14K ﹤0.01% 4526
2024
Q4
$82.3K Sell
868
-73
-8% -$6.92K ﹤0.01% 4321
2024
Q3
$103K Sell
941
-146
-13% -$16K ﹤0.01% 4193
2024
Q2
$124K Sell
1,087
-39
-3% -$4.46K ﹤0.01% 3956
2024
Q1
$163K Sell
1,126
-1,809
-62% -$263K ﹤0.01% 3864
2023
Q4
$415K Sell
2,935
-2,102
-42% -$297K ﹤0.01% 3313
2023
Q3
$677K Buy
5,037
+1,058
+27% +$142K ﹤0.01% 2998
2023
Q2
$572K Sell
3,979
-1,117
-22% -$161K ﹤0.01% 3036
2023
Q1
$711K Buy
5,096
+165
+3% +$23K ﹤0.01% 2793
2022
Q4
$612K Buy
4,931
+379
+8% +$47.1K ﹤0.01% 2838
2022
Q3
$546K Sell
4,552
-712
-14% -$85.4K ﹤0.01% 2810
2022
Q2
$666K Sell
5,264
-160
-3% -$20.2K ﹤0.01% 2656
2022
Q1
$874K Sell
5,424
-5,681
-51% -$915K ﹤0.01% 2700
2021
Q4
$2.03M Buy
11,105
+1,326
+14% +$243K ﹤0.01% 1767
2021
Q3
$1.53M Buy
9,779
+440
+5% +$68.9K ﹤0.01% 1956
2021
Q2
$1.65M Buy
9,339
+1,688
+22% +$297K ﹤0.01% 1905
2021
Q1
$1.38M Buy
7,651
+1,111
+17% +$201K ﹤0.01% 1941
2020
Q4
$1.04M Buy
6,540
+67
+1% +$10.6K ﹤0.01% 1994
2020
Q3
$705K Sell
6,473
-66
-1% -$7.19K ﹤0.01% 2105
2020
Q2
$713K Sell
6,539
-157,164
-96% -$17.1M ﹤0.01% 2030
2020
Q1
$511K Buy
+163,703
New +$511K ﹤0.01% 2074