Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Sell
1,663
-22
-1% -$6.91K 0.01% 553
2025
Q1
$443K Sell
1,685
-26
-2% -$6.83K 0.01% 568
2024
Q4
$447K Sell
1,711
-6
-0.3% -$1.57K 0.01% 563
2024
Q3
$400K Sell
1,717
-31
-2% -$7.22K 0.01% 589
2024
Q2
$353K Buy
1,748
+302
+21% +$60.9K 0.01% 608
2024
Q1
$248K Sell
1,446
-161
-10% -$27.6K 0.01% 747
2023
Q4
$349K Buy
1,607
+875
+120% +$190K 0.01% 593
2023
Q3
$117K Buy
732
+400
+120% +$63.8K ﹤0.01% 976
2023
Q2
$95.7K Sell
332
-64
-16% -$18.5K ﹤0.01% 1081
2023
Q1
$126K Sell
396
-36
-8% -$11.5K ﹤0.01% 923
2022
Q4
$127K Buy
432
+17
+4% +$5.01K ﹤0.01% 887
2022
Q3
$95K Sell
415
-18
-4% -$4.12K ﹤0.01% 980
2022
Q2
$94K Buy
433
+55
+15% +$11.9K ﹤0.01% 1008
2022
Q1
$101K Buy
378
+110
+41% +$29.4K ﹤0.01% 1029
2021
Q4
$71K Buy
268
+62
+30% +$16.4K ﹤0.01% 1177
2021
Q3
$59K Buy
206
+92
+81% +$26.4K ﹤0.01% 1229
2021
Q2
$31K Buy
114
+39
+52% +$10.6K ﹤0.01% 1524
2021
Q1
$20K Buy
75
+28
+60% +$7.47K ﹤0.01% 1571
2020
Q4
$12K Sell
47
-3
-6% -$766 ﹤0.01% 1635
2020
Q3
$12K Sell
50
-7
-12% -$1.68K ﹤0.01% 1574
2020
Q2
$11K Sell
57
-2
-3% -$386 ﹤0.01% 1540
2020
Q1
$10K Buy
59
+50
+556% +$8.48K ﹤0.01% 1477
2019
Q4
$2K Buy
+9
New +$2K ﹤0.01% 1906
2019
Q3
Sell
-49
Closed -$6K 2176
2019
Q2
$6K Buy
+49
New +$6K ﹤0.01% 1538
2019
Q1
Sell
-15
Closed -$1K 2032
2018
Q4
$1K Buy
+15
New +$1K ﹤0.01% 1846