Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
1,417
-183
-11% -$14K ﹤0.01% 1197
2025
Q1
$112K Buy
1,600
+591
+59% +$41.3K ﹤0.01% 1152
2024
Q4
$61.7K Buy
1,009
+53
+6% +$3.24K ﹤0.01% 1460
2024
Q3
$56.6K Buy
956
+350
+58% +$20.7K ﹤0.01% 1505
2024
Q2
$34.5K Sell
606
-231
-28% -$13.1K ﹤0.01% 1696
2024
Q1
$51.7K Buy
837
+271
+48% +$16.7K ﹤0.01% 1535
2023
Q4
$27K Sell
566
-172
-23% -$8.2K ﹤0.01% 1775
2023
Q3
$25.7K Buy
738
+50
+7% +$1.74K ﹤0.01% 1725
2023
Q2
$19.3K Buy
688
+6
+0.9% +$168 ﹤0.01% 1909
2023
Q1
$17.7K Sell
682
-342
-33% -$8.89K ﹤0.01% 1933
2022
Q4
$26.7K Sell
1,024
-1,095
-52% -$28.5K ﹤0.01% 1660
2022
Q3
$44K Buy
2,119
+161
+8% +$3.34K ﹤0.01% 1331
2022
Q2
$29K Buy
1,958
+212
+12% +$3.14K ﹤0.01% 1588
2022
Q1
$47K Buy
1,746
+128
+8% +$3.45K ﹤0.01% 1402
2021
Q4
$52K Sell
1,618
-3
-0.2% -$96 ﹤0.01% 1320
2021
Q3
$61K Sell
1,621
-3,203
-66% -$121K ﹤0.01% 1204
2021
Q2
$184K Hold
4,824
0.01% 705
2021
Q1
$128K Sell
4,824
-3,390
-41% -$90K 0.01% 768
2020
Q4
$262K Sell
8,214
-2,630
-24% -$83.9K 0.01% 449
2020
Q3
$241K Buy
10,844
+7,701
+245% +$171K 0.01% 422
2020
Q2
$75K Buy
3,143
+2,774
+752% +$66.2K ﹤0.01% 796
2020
Q1
$6K Buy
369
+159
+76% +$2.59K ﹤0.01% 1630
2019
Q4
$7K Buy
210
+75
+56% +$2.5K ﹤0.01% 1564
2019
Q3
$4K Sell
135
-85
-39% -$2.52K ﹤0.01% 1658
2019
Q2
$6K Buy
220
+86
+64% +$2.35K ﹤0.01% 1533
2019
Q1
$5K Buy
134
+14
+12% +$522 ﹤0.01% 1587
2018
Q4
$5K Sell
120
-9
-7% -$375 ﹤0.01% 1536
2018
Q3
$6K Hold
129
﹤0.01% 1503
2018
Q2
$7K Buy
+129
New +$7K ﹤0.01% 1481