Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.7K Buy
+2,426
New +$48.7K ﹤0.01% 364
2025
Q1
Sell
-7,239
Closed -$245K 590
2024
Q4
$245K Buy
+7,239
New +$245K 0.01% 270
2024
Q3
Sell
-38,816
Closed -$1.83M 591
2024
Q2
$1.83M Buy
+38,816
New +$1.83M 0.11% 148
2022
Q3
Sell
-18,319
Closed -$848K 1741
2022
Q2
$848K Buy
+18,319
New +$848K 0.03% 324
2021
Q4
Sell
-5,329
Closed -$257K 1672
2021
Q3
$257K Sell
5,329
-8,125
-60% -$392K 0.01% 521
2021
Q2
$622K Buy
+13,454
New +$622K 0.02% 359
2021
Q1
Sell
-21,455
Closed -$527K 1564
2020
Q4
$527K Buy
+21,455
New +$527K 0.02% 315
2020
Q3
Sell
-46,438
Closed -$534K 1416
2020
Q2
$534K Buy
+46,438
New +$534K 0.06% 320
2020
Q1
Sell
-5,475
Closed -$94K 1231
2019
Q4
$94K Buy
+5,475
New +$94K 0.02% 523
2019
Q2
Sell
-2,001
Closed -$46K 1329
2019
Q1
$46K Buy
+2,001
New +$46K 0.02% 547
2018
Q4
Sell
-20,589
Closed -$529K 1115
2018
Q3
$529K Buy
20,589
+19,320
+1,522% +$496K 0.18% 68
2018
Q2
$36K Buy
+1,269
New +$36K 0.01% 486
2017
Q4
Sell
-1,792
Closed -$61K 1020
2017
Q3
$61K Buy
1,792
+1,158
+183% +$39.4K 0.04% 220
2017
Q2
$19K Sell
634
-1,454
-70% -$43.6K 0.02% 380
2017
Q1
$69K Sell
2,088
-2,153
-51% -$71.1K 0.09% 174
2016
Q4
$109K Buy
+4,241
New +$109K 0.11% 233