Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14K Sell
646
-8,659
-93% -$15.3K ﹤0.01% 2980
2025
Q1
$21K Sell
9,305
-20,655
-69% -$46.7K ﹤0.01% 2023
2024
Q4
$60.2K Buy
29,960
+956
+3% +$1.92K ﹤0.01% 1479
2024
Q3
$83K Sell
29,004
-7,383
-20% -$21.1K ﹤0.01% 1309
2024
Q2
$134K Sell
36,387
-136
-0.4% -$499 ﹤0.01% 1013
2024
Q1
$154K Sell
36,523
-2,747
-7% -$11.6K ﹤0.01% 959
2023
Q4
$192K Sell
39,270
-1,643
-4% -$8.02K ﹤0.01% 809
2023
Q3
$194K Buy
40,913
+719
+2% +$3.41K 0.01% 761
2023
Q2
$215K Buy
40,194
+269
+0.7% +$1.44K 0.01% 730
2023
Q1
$291K Sell
39,925
-278
-0.7% -$2.02K 0.01% 602
2022
Q4
$213K Buy
40,203
+26,419
+192% +$140K 0.01% 688
2022
Q3
$37K Buy
13,784
+391
+3% +$1.05K ﹤0.01% 1428
2022
Q2
$56K Sell
13,393
-14,437
-52% -$60.4K ﹤0.01% 1227
2022
Q1
$126K Buy
27,830
+3,458
+14% +$15.7K ﹤0.01% 929
2021
Q4
$111K Buy
24,372
+18,733
+332% +$85.3K ﹤0.01% 963
2021
Q3
$45K Buy
5,639
+4,163
+282% +$33.2K ﹤0.01% 1357
2021
Q2
$23K Buy
1,476
+565
+62% +$8.8K ﹤0.01% 1655
2021
Q1
$15K Buy
911
+353
+63% +$5.81K ﹤0.01% 1680
2020
Q4
$10K Buy
558
+212
+61% +$3.8K ﹤0.01% 1694
2020
Q3
$8K Sell
346
-77
-18% -$1.78K ﹤0.01% 1718
2020
Q2
$10K Sell
423
-37
-8% -$875 ﹤0.01% 1560
2020
Q1
$8K Buy
460
+260
+130% +$4.52K ﹤0.01% 1541
2019
Q4
$4K Hold
200
﹤0.01% 1695
2019
Q3
$3K Sell
200
-100
-33% -$1.5K ﹤0.01% 1727
2019
Q2
$6K Sell
300
-14
-4% -$280 ﹤0.01% 1527
2019
Q1
$8K Buy
314
+200
+175% +$5.1K ﹤0.01% 1477
2018
Q4
$2K Buy
+114
New +$2K ﹤0.01% 1726