Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.5K Buy
1,022
+311
+44% +$12K ﹤0.01% 4870
2025
Q1
$20.9K Buy
711
+6
+0.9% +$176 ﹤0.01% 5307
2024
Q4
$28.2K Sell
705
-73
-9% -$2.92K ﹤0.01% 5083
2024
Q3
$33.7K Sell
778
-56
-7% -$2.43K ﹤0.01% 5002
2024
Q2
$29.7K Buy
834
+494
+145% +$17.6K ﹤0.01% 5028
2024
Q1
$18.4K Sell
340
-346
-50% -$18.7K ﹤0.01% 5377
2023
Q4
$36.9K Sell
686
-1,217
-64% -$65.5K ﹤0.01% 5089
2023
Q3
$147K Buy
1,903
+1,008
+113% +$77.7K ﹤0.01% 4220
2023
Q2
$75.4K Sell
895
-11
-1% -$926 ﹤0.01% 4662
2023
Q1
$61.6K Sell
906
-67
-7% -$4.55K ﹤0.01% 4805
2022
Q4
$58K Buy
973
+8
+0.8% +$477 ﹤0.01% 4820
2022
Q3
$62K Buy
965
+276
+40% +$17.7K ﹤0.01% 4740
2022
Q2
$32K Sell
689
-425
-38% -$19.7K ﹤0.01% 5290
2022
Q1
$59K Sell
1,114
-2,711
-71% -$144K ﹤0.01% 4977
2021
Q4
$261K Sell
3,825
-630
-14% -$43K ﹤0.01% 3711
2021
Q3
$338K Buy
4,455
+2,895
+186% +$220K ﹤0.01% 3416
2021
Q2
$131K Buy
1,560
+153
+11% +$12.8K ﹤0.01% 4243
2021
Q1
$72K Buy
1,407
+480
+52% +$24.6K ﹤0.01% 4602
2020
Q4
$48K Buy
927
+21
+2% +$1.09K ﹤0.01% 4570
2020
Q3
$23K Sell
906
-5,450
-86% -$138K ﹤0.01% 4827
2020
Q2
$99K Sell
6,356
-2,800
-31% -$43.6K ﹤0.01% 3688
2020
Q1
$92K Buy
+9,156
New +$92K ﹤0.01% 3530