Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
+8,921
New +$174K ﹤0.01% 981
2025
Q1
Sell
-108
Closed -$1.86K 3311
2024
Q4
$1.86K Sell
108
-2,083
-95% -$35.9K ﹤0.01% 2884
2024
Q3
$49.5K Buy
2,191
+1,822
+494% +$41.1K ﹤0.01% 1574
2024
Q2
$9.12K Sell
369
-633
-63% -$15.6K ﹤0.01% 2302
2024
Q1
$33K Buy
1,002
+422
+73% +$13.9K ﹤0.01% 1756
2023
Q4
$21.1K Sell
580
-179
-24% -$6.51K ﹤0.01% 1891
2023
Q3
$27.9K Sell
759
-38
-5% -$1.4K ﹤0.01% 1680
2023
Q2
$30.5K Buy
797
+228
+40% +$8.74K ﹤0.01% 1678
2023
Q1
$23.3K Hold
569
﹤0.01% 1784
2022
Q4
$19.7K Buy
569
+142
+33% +$4.93K ﹤0.01% 1812
2022
Q3
$12K Buy
427
+165
+63% +$4.64K ﹤0.01% 1971
2022
Q2
$8K Sell
262
-22
-8% -$672 ﹤0.01% 2199
2022
Q1
$12K Buy
284
+76
+37% +$3.21K ﹤0.01% 2054
2021
Q4
$10K Buy
208
+70
+51% +$3.37K ﹤0.01% 2102
2021
Q3
$6K Sell
138
-94
-41% -$4.09K ﹤0.01% 2264
2021
Q2
$10K Buy
232
+125
+117% +$5.39K ﹤0.01% 1958
2021
Q1
$5K Hold
107
﹤0.01% 2105
2020
Q4
$4K Hold
107
﹤0.01% 1990
2020
Q3
$2K Hold
107
﹤0.01% 2153
2020
Q2
$2K Buy
+107
New +$2K ﹤0.01% 2057
2020
Q1
Sell
-44
Closed -$1K 2254
2019
Q4
$1K Buy
44
+39
+780% +$886 ﹤0.01% 1974
2019
Q3
$0 Sell
5
-17
-77% ﹤0.01% 2082
2019
Q2
$1K Hold
22
﹤0.01% 1830
2019
Q1
$0 Sell
22
-8
-27% ﹤0.01% 1954
2018
Q4
$0 Sell
30
-178
-86% ﹤0.01% 1921
2018
Q3
$8K Sell
208
-158
-43% -$6.08K ﹤0.01% 1422
2018
Q2
$18K Buy
366
+12
+3% +$590 ﹤0.01% 1197
2018
Q1
$21K Buy
+354
New +$21K ﹤0.01% 1014