Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Buy
+16,400
New +$42.3K ﹤0.01% 2623
2024
Q2
Sell
-13,992
Closed -$173K 3070
2024
Q1
$173K Sell
13,992
-8,298
-37% -$103K ﹤0.01% 2128
2023
Q4
$243K Sell
22,290
-869
-4% -$9.46K ﹤0.01% 2045
2023
Q3
$185K Buy
+23,159
New +$185K ﹤0.01% 2138
2022
Q2
Sell
-24,898
Closed -$155K 2719
2022
Q1
$155K Sell
24,898
-45,506
-65% -$283K ﹤0.01% 1966
2021
Q4
$638K Buy
70,404
+34,492
+96% +$313K ﹤0.01% 1466
2021
Q3
$372K Buy
35,912
+3,278
+10% +$34K ﹤0.01% 1535
2021
Q2
$461K Buy
32,634
+5,122
+19% +$72.4K ﹤0.01% 1672
2021
Q1
$382K Buy
+27,512
New +$382K ﹤0.01% 1722
2020
Q4
Sell
-92,866
Closed -$1.47M 2928
2020
Q3
$1.47M Buy
92,866
+81,116
+690% +$1.29M 0.02% 760
2020
Q2
$266K Buy
+11,750
New +$266K ﹤0.01% 1633
2019
Q4
Sell
-102,416
Closed -$885K 2736
2019
Q3
$885K Buy
102,416
+54,676
+115% +$472K 0.01% 1285
2019
Q2
$390K Buy
+47,740
New +$390K ﹤0.01% 1755