Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.9K Sell
2,120
-1,276
-38% -$37.9K ﹤0.01% 1465
2025
Q1
$113K Sell
3,396
-400
-11% -$13.3K ﹤0.01% 1147
2024
Q4
$130K Buy
3,796
+197
+5% +$6.74K ﹤0.01% 1091
2024
Q3
$130K Buy
3,599
+444
+14% +$16.1K ﹤0.01% 1081
2024
Q2
$108K Buy
3,155
+594
+23% +$20.3K ﹤0.01% 1124
2024
Q1
$88.1K Buy
2,561
+66
+3% +$2.27K ﹤0.01% 1260
2023
Q4
$84.8K Sell
2,495
-503
-17% -$17.1K ﹤0.01% 1195
2023
Q3
$80.6K Sell
2,998
-139
-4% -$3.74K ﹤0.01% 1167
2023
Q2
$103K Buy
3,137
+33
+1% +$1.08K ﹤0.01% 1040
2023
Q1
$94K Buy
3,104
+54
+2% +$1.64K ﹤0.01% 1069
2022
Q4
$77.7K Buy
3,050
+442
+17% +$11.3K ﹤0.01% 1133
2022
Q3
$55K Buy
2,608
+266
+11% +$5.61K ﹤0.01% 1221
2022
Q2
$52K Buy
2,342
+137
+6% +$3.04K ﹤0.01% 1264
2022
Q1
$54K Sell
2,205
-779
-26% -$19.1K ﹤0.01% 1331
2021
Q4
$99K Sell
2,984
-550
-16% -$18.2K ﹤0.01% 1020
2021
Q3
$103K Buy
3,534
+1,709
+94% +$49.8K ﹤0.01% 955
2021
Q2
$56K Buy
1,825
+518
+40% +$15.9K ﹤0.01% 1217
2021
Q1
$39K Sell
1,307
-60
-4% -$1.79K ﹤0.01% 1279
2020
Q4
$39K Buy
1,367
+107
+8% +$3.05K ﹤0.01% 1186
2020
Q3
$28K Hold
1,260
﹤0.01% 1224
2020
Q2
$28K Buy
1,260
+463
+58% +$10.3K ﹤0.01% 1174
2020
Q1
$14K Sell
797
-80
-9% -$1.41K ﹤0.01% 1360
2019
Q4
$27K Buy
877
+62
+8% +$1.91K ﹤0.01% 1172
2019
Q3
$25K Buy
815
+274
+51% +$8.41K ﹤0.01% 1149
2019
Q2
$16K Buy
541
+140
+35% +$4.14K ﹤0.01% 1259
2019
Q1
$10K Buy
401
+348
+657% +$8.68K ﹤0.01% 1409
2018
Q4
$1K Buy
+53
New +$1K ﹤0.01% 1788