Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
4,916
+184
+4% +$18.1K 0.02% 893
2025
Q1
$438K Buy
4,732
+4,030
+574% +$373K 0.02% 833
2024
Q4
$63.7K Buy
702
+51
+8% +$4.63K ﹤0.01% 1284
2024
Q3
$62.8K Sell
651
-81
-11% -$7.82K ﹤0.01% 1329
2024
Q2
$67.2K Buy
732
+115
+19% +$10.6K 0.01% 1245
2024
Q1
$56.9K Sell
617
-29
-4% -$2.67K ﹤0.01% 1320
2023
Q4
$61.4K Sell
646
-40
-6% -$3.8K 0.01% 1272
2023
Q3
$64.1K Buy
686
+32
+5% +$2.99K 0.01% 1119
2023
Q2
$59.8K Buy
654
+42
+7% +$3.84K 0.01% 1163
2023
Q1
$45K Buy
612
+315
+106% +$23.2K ﹤0.01% 1292
2022
Q4
$24.8K Buy
297
+51
+21% +$4.26K ﹤0.01% 1553
2022
Q3
$24K Buy
246
+189
+332% +$18.4K ﹤0.01% 1444
2022
Q2
$6K Buy
57
+6
+12% +$632 ﹤0.01% 1877
2022
Q1
$8K Buy
51
+6
+13% +$941 ﹤0.01% 1726
2021
Q4
$7K Sell
45
-29
-39% -$4.51K ﹤0.01% 1754
2021
Q3
$11K Sell
74
-81
-52% -$12K ﹤0.01% 1515
2021
Q2
$38K Sell
155
-4
-3% -$981 0.01% 948
2021
Q1
$42K Buy
159
+18
+13% +$4.76K 0.01% 881
2020
Q4
$41K Sell
141
-11
-7% -$3.2K 0.01% 810
2020
Q3
$36K Sell
152
-462
-75% -$109K 0.01% 754
2020
Q2
$122K Buy
614
+465
+312% +$92.4K 0.03% 391
2020
Q1
$27K Sell
149
-91
-38% -$16.5K ﹤0.01% 1150
2019
Q4
$40K Buy
+240
New +$40K ﹤0.01% 1443
2019
Q2
Sell
-49
Closed -$6K 2309
2019
Q1
$6K Buy
+49
New +$6K ﹤0.01% 1811
2016
Q4
Sell
-18
Closed 1987
2016
Q3
$0 Sell
18
-23
-56% ﹤0.01% 1988
2016
Q2
$1K Buy
+41
New +$1K ﹤0.01% 1570