Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
2,080
+359
+21% +$24.5K ﹤0.01% 565
2025
Q1
$102K Sell
1,721
-990
-37% -$58.9K ﹤0.01% 553
2024
Q4
$164K Buy
2,711
+2,516
+1,290% +$152K ﹤0.01% 541
2024
Q3
$14K Sell
195
-107,786
-100% -$7.76M ﹤0.01% 615
2024
Q2
$7.6M Sell
107,981
-3,504
-3% -$247K 0.14% 90
2024
Q1
$8.88M Sell
111,485
-37,715
-25% -$3M 0.16% 109
2023
Q4
$13.4M Buy
149,200
+144,079
+2,813% +$12.9M 0.22% 84
2023
Q3
$505K Sell
5,121
-2,834
-36% -$279K 0.01% 466
2023
Q2
$812K Buy
7,955
+3,951
+99% +$403K 0.01% 340
2023
Q1
$449K Sell
4,004
-683
-15% -$76.6K 0.01% 399
2022
Q4
$437K Sell
4,687
-9,054
-66% -$843K 0.01% 382
2022
Q3
$1.08M Sell
13,741
-33,373
-71% -$2.61M 0.03% 245
2022
Q2
$4.2M Buy
47,114
+46,924
+24,697% +$4.18M 0.13% 124
2022
Q1
$23K Sell
190
-5,876
-97% -$711K ﹤0.01% 417
2021
Q4
$1M Buy
6,066
+4,962
+449% +$819K 0.03% 239
2021
Q3
$164K Hold
1,104
﹤0.01% 385
2021
Q2
$184K Buy
+1,104
New +$184K 0.01% 380
2021
Q1
Sell
-439
Closed -$57K 412
2020
Q4
$57K Sell
439
-2,023
-82% -$263K ﹤0.01% 380
2020
Q3
$226K Sell
2,462
-676
-22% -$62.1K 0.01% 313
2020
Q2
$245K Buy
3,138
+2,843
+964% +$222K 0.02% 299
2020
Q1
$15K Sell
295
-567
-66% -$28.8K ﹤0.01% 438
2019
Q4
$82K Sell
862
-333
-28% -$31.7K 0.01% 430
2019
Q3
$104K Buy
1,195
+1,012
+553% +$88.1K 0.01% 373
2019
Q2
$15K Buy
+183
New +$15K ﹤0.01% 466