Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
1,392
-23
-2% -$4.48K ﹤0.01% 3350
2025
Q1
$245K Sell
1,415
-501
-26% -$86.8K ﹤0.01% 3466
2024
Q4
$377K Sell
1,916
-446
-19% -$87.8K ﹤0.01% 3047
2024
Q3
$477K Buy
2,362
+393
+20% +$79.4K ﹤0.01% 2908
2024
Q2
$330K Buy
1,969
+424
+27% +$71K ﹤0.01% 3120
2024
Q1
$247K Sell
1,545
-6,822
-82% -$1.09M ﹤0.01% 3513
2023
Q4
$1.21M Sell
8,367
-2,050
-20% -$297K ﹤0.01% 2322
2023
Q3
$1.18M Buy
10,417
+2,077
+25% +$235K ﹤0.01% 2488
2023
Q2
$905K Buy
8,340
+376
+5% +$40.8K ﹤0.01% 2620
2023
Q1
$803K Buy
7,964
+414
+5% +$41.7K ﹤0.01% 2685
2022
Q4
$662K Buy
7,550
+132
+2% +$11.6K ﹤0.01% 2767
2022
Q3
$521K Buy
7,418
+404
+6% +$28.4K ﹤0.01% 2859
2022
Q2
$558K Buy
7,014
+242
+4% +$19.3K ﹤0.01% 2820
2022
Q1
$595K Buy
6,772
+348
+5% +$30.6K ﹤0.01% 3063
2021
Q4
$520K Buy
6,424
+300
+5% +$24.3K ﹤0.01% 3020
2021
Q3
$468K Buy
6,124
+1,475
+32% +$113K ﹤0.01% 3101
2021
Q2
$391K Buy
4,649
+543
+13% +$45.7K ﹤0.01% 3268
2021
Q1
$341K Buy
4,106
+263
+7% +$21.8K ﹤0.01% 3262
2020
Q4
$304K Sell
3,843
-4,716
-55% -$373K ﹤0.01% 3107
2020
Q3
$544K Buy
8,559
+1,052
+14% +$66.9K ﹤0.01% 2353
2020
Q2
$398K Buy
7,507
+5,407
+257% +$287K ﹤0.01% 2535
2020
Q1
$107K Buy
+2,100
New +$107K ﹤0.01% 3418