Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8K Buy
76,166
+952
+1% +$385 ﹤0.01% 850
2025
Q1
$48.6K Buy
75,214
+3,432
+5% +$2.22K ﹤0.01% 823
2024
Q4
$94.9K Buy
71,782
+4,181
+6% +$5.53K ﹤0.01% 821
2024
Q3
$118K Buy
67,601
+1,718
+3% +$3.01K ﹤0.01% 797
2024
Q2
$109K Buy
65,883
+263
+0.4% +$436 ﹤0.01% 792
2024
Q1
$161K Sell
65,620
-27
-0% -$66 ﹤0.01% 777
2023
Q4
$151K Sell
65,647
-4,070
-6% -$9.37K ﹤0.01% 753
2023
Q3
$165K Buy
69,717
+1,775
+3% +$4.21K ﹤0.01% 722
2023
Q2
$105K Buy
67,942
+38,118
+128% +$58.7K ﹤0.01% 750
2023
Q1
$75.5K Sell
29,824
-3,998
-12% -$10.1K ﹤0.01% 753
2022
Q4
$91.2K Sell
33,822
-13,336
-28% -$35.9K ﹤0.01% 746
2022
Q3
$130K Sell
47,158
-8,183
-15% -$22.6K ﹤0.01% 723
2022
Q2
$172K Buy
55,341
+4,734
+9% +$14.7K ﹤0.01% 738
2022
Q1
$393K Sell
50,607
-197
-0.4% -$1.53K ﹤0.01% 671
2021
Q4
$357K Sell
50,804
-5,476
-10% -$38.5K ﹤0.01% 701
2021
Q3
$635K Buy
56,280
+2,584
+5% +$29.2K ﹤0.01% 583
2021
Q2
$969K Buy
+53,696
New +$969K 0.01% 515
2021
Q1
Sell
-12,955
Closed -$107K 824
2020
Q4
$107K Buy
12,955
+380
+3% +$3.14K ﹤0.01% 720
2020
Q3
$61K Sell
12,575
-59
-0.5% -$286 ﹤0.01% 675
2020
Q2
$90K Buy
12,634
+147
+1% +$1.05K ﹤0.01% 599
2020
Q1
$86K Sell
12,487
-636
-5% -$4.38K ﹤0.01% 601
2019
Q4
$224K Buy
+13,123
New +$224K ﹤0.01% 668