Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Sell
2,840
-935
-25% -$7.59K ﹤0.01% 5252
2025
Q1
$34.8K Buy
3,775
+633
+20% +$5.83K ﹤0.01% 4955
2024
Q4
$24.7K Sell
3,142
-642
-17% -$5.05K ﹤0.01% 5163
2024
Q3
$47.4K Hold
3,784
﹤0.01% 4771
2024
Q2
$22.7K Sell
3,784
-5,404
-59% -$32.5K ﹤0.01% 5217
2024
Q1
$60.9K Sell
9,188
-32,226
-78% -$213K ﹤0.01% 4590
2023
Q4
$427K Buy
41,414
+28,174
+213% +$291K ﹤0.01% 3286
2023
Q3
$93.2K Sell
13,240
-1,482
-10% -$10.4K ﹤0.01% 4560
2023
Q2
$183K Sell
14,722
-659
-4% -$8.2K ﹤0.01% 3959
2023
Q1
$139K Sell
15,381
-147
-0.9% -$1.33K ﹤0.01% 4163
2022
Q4
$66.1K Sell
15,528
-2,878
-16% -$12.3K ﹤0.01% 4727
2022
Q3
$106K Sell
18,406
-320
-2% -$1.84K ﹤0.01% 4314
2022
Q2
$156K Sell
18,726
-1,711
-8% -$14.3K ﹤0.01% 4031
2022
Q1
$412K Sell
20,437
-2,442
-11% -$49.2K ﹤0.01% 3405
2021
Q4
$879K Sell
22,879
-6,838
-23% -$263K ﹤0.01% 2522
2021
Q3
$1.49M Buy
29,717
+7,202
+32% +$361K ﹤0.01% 1987
2021
Q2
$1.43M Buy
22,515
+2,346
+12% +$149K ﹤0.01% 2018
2021
Q1
$1.36M Sell
20,169
-9,743
-33% -$658K ﹤0.01% 1951
2020
Q4
$2.05M Sell
29,912
-30,321
-50% -$2.08M 0.01% 1418
2020
Q3
$2.98M Buy
60,233
+8,628
+17% +$427K 0.01% 1061
2020
Q2
$2.16M Sell
51,605
-9,000
-15% -$377K 0.01% 1218
2020
Q1
$265K Buy
+60,605
New +$265K ﹤0.01% 2638