Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
8,677
+8,025
+1,231% +$802K 0.03% 550
2025
Q1
$68.6K Buy
652
+22
+3% +$2.32K ﹤0.01% 1625
2024
Q4
$49.6K Sell
630
-144
-19% -$11.3K ﹤0.01% 1427
2024
Q3
$57.5K Sell
774
-123
-14% -$9.14K ﹤0.01% 1375
2024
Q2
$84K Buy
897
+1
+0.1% +$94 0.01% 1108
2024
Q1
$93.7K Sell
896
-215
-19% -$22.5K 0.01% 1046
2023
Q4
$101K Buy
1,111
+51
+5% +$4.62K 0.01% 991
2023
Q3
$86.4K Sell
1,060
-73
-6% -$5.95K 0.01% 965
2023
Q2
$78.6K Sell
1,133
-432
-28% -$30K 0.01% 1005
2023
Q1
$135K Buy
1,565
+136
+10% +$11.7K 0.01% 678
2022
Q4
$97.6K Buy
1,429
+681
+91% +$46.5K 0.01% 787
2022
Q3
$43K Sell
748
-209
-22% -$12K 0.01% 1127
2022
Q2
$87K Sell
957
-41
-4% -$3.73K 0.01% 677
2022
Q1
$151K Buy
998
+255
+34% +$38.6K 0.02% 538
2021
Q4
$167K Sell
743
-52
-7% -$11.7K 0.02% 484
2021
Q3
$189K Sell
795
-7
-0.9% -$1.66K 0.03% 408
2021
Q2
$196K Sell
802
-9
-1% -$2.2K 0.03% 395
2021
Q1
$179K Buy
811
+99
+14% +$21.9K 0.03% 380
2020
Q4
$181K Sell
712
-16
-2% -$4.07K 0.03% 333
2020
Q3
$156K Sell
728
-78
-10% -$16.7K 0.03% 318
2020
Q2
$161K Buy
806
+226
+39% +$45.1K 0.04% 315
2020
Q1
$71K Buy
580
+285
+97% +$34.9K 0.01% 721
2019
Q4
$33K Buy
295
+46
+18% +$5.15K ﹤0.01% 1525
2019
Q3
$23K Buy
249
+14
+6% +$1.29K ﹤0.01% 1552
2019
Q2
$29K Hold
235
﹤0.01% 1471
2019
Q1
$19K Hold
235
﹤0.01% 1569
2018
Q4
$14K Buy
+235
New +$14K ﹤0.01% 1291