Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
1,232
+921
+296% +$119K ﹤0.01% 556
2025
Q1
$37.2K Buy
311
+260
+510% +$31.1K ﹤0.01% 585
2024
Q4
$5.92K Sell
51
-1,055
-95% -$122K ﹤0.01% 620
2024
Q3
$149K Sell
1,106
-212
-16% -$28.6K ﹤0.01% 555
2024
Q2
$179K Buy
1,318
+807
+158% +$109K ﹤0.01% 542
2024
Q1
$66K Sell
511
-18,909
-97% -$2.44M ﹤0.01% 606
2023
Q4
$2.22M Sell
19,420
-205
-1% -$23.4K 0.04% 209
2023
Q3
$1.79M Sell
19,625
-4,280
-18% -$390K 0.03% 232
2023
Q2
$2.69M Buy
23,905
+19,786
+480% +$2.23M 0.05% 179
2023
Q1
$431K Sell
4,119
-14,354
-78% -$1.5M 0.01% 405
2022
Q4
$2.04M Buy
18,473
+4,092
+28% +$452K 0.05% 198
2022
Q3
$1.26M Buy
14,381
+10,484
+269% +$916K 0.04% 233
2022
Q2
$305K Sell
3,897
-3,111
-44% -$243K 0.01% 355
2022
Q1
$598K Sell
7,008
-9,519
-58% -$812K 0.02% 291
2021
Q4
$1.98M Buy
16,527
+1,419
+9% +$170K 0.05% 183
2021
Q3
$1.87M Sell
15,108
-2,373
-14% -$294K 0.05% 188
2021
Q2
$2.2M Sell
17,481
-2,068
-11% -$260K 0.06% 178
2021
Q1
$2.06M Sell
19,549
-5,933
-23% -$624K 0.06% 162
2020
Q4
$2.59M Buy
25,482
+25,222
+9,701% +$2.57M 0.09% 141
2020
Q3
$22K Sell
260
-8,169
-97% -$691K ﹤0.01% 370
2020
Q2
$548K Buy
8,429
+7,813
+1,268% +$508K 0.04% 214
2020
Q1
$40K Sell
616
-5,797
-90% -$376K ﹤0.01% 389
2019
Q4
$505K Sell
6,413
-3,816
-37% -$300K 0.04% 231
2019
Q3
$814K Buy
10,229
+4,117
+67% +$328K 0.06% 170
2019
Q2
$511K Sell
6,112
-5,057
-45% -$423K 0.04% 208
2019
Q1
$883K Buy
11,169
+5,218
+88% +$413K 0.07% 142
2018
Q4
$397K Buy
+5,951
New +$397K 0.06% 150