Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153 Sell
6
-22
-79% -$561 ﹤0.01% 401
2025
Q1
$1.1K Hold
28
﹤0.01% 345
2024
Q4
$1.36K Hold
28
﹤0.01% 300
2024
Q3
$1.47K Buy
28
+1
+4% +$53 ﹤0.01% 309
2024
Q2
$1.21K Sell
27
-21
-44% -$940 ﹤0.01% 348
2024
Q1
$2.53K Sell
48
-654
-93% -$34.4K ﹤0.01% 290
2023
Q4
$33.3K Sell
702
-2,229
-76% -$106K 0.01% 162
2023
Q3
$126K Buy
+2,931
New +$126K 0.05% 104
2022
Q4
$146K Sell
2,569
-293
-10% -$16.7K 0.06% 91
2022
Q3
$132K Sell
2,862
-150
-5% -$6.92K 0.06% 93
2022
Q2
$150K Sell
3,012
-83
-3% -$4.13K 0.06% 94
2022
Q1
$203K Sell
3,095
-305
-9% -$20K 0.08% 101
2021
Q4
$257K Sell
3,400
-938
-22% -$70.9K 0.09% 101
2021
Q3
$291K Sell
4,338
-260
-6% -$17.4K 0.1% 99
2021
Q2
$312K Buy
4,598
+431
+10% +$29.2K 0.1% 101
2021
Q1
$266K Buy
4,167
+601
+17% +$38.4K 0.09% 98
2020
Q4
$193K Sell
3,566
-144
-4% -$7.79K 0.08% 103
2020
Q3
$146K Buy
3,710
+247
+7% +$9.72K 0.07% 97
2020
Q2
$136K Buy
3,463
+411
+13% +$16.1K 0.07% 93
2020
Q1
$103K Buy
3,052
+340
+13% +$11.5K 0.07% 97
2019
Q4
$191K Buy
2,712
+244
+10% +$17.2K 0.11% 87
2019
Q3
$154K Buy
2,468
+355
+17% +$22.2K 0.09% 85
2019
Q2
$133K Buy
2,113
+962
+84% +$60.6K 0.09% 90
2019
Q1
$61K Buy
1,151
+506
+78% +$26.8K 0.04% 186
2018
Q4
$35K Buy
+645
New +$35K 0.03% 219