Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.6K Sell
11,263
-260
-2% -$892 ﹤0.01% 1402
2025
Q1
$43.9K Sell
11,523
-805
-7% -$3.07K ﹤0.01% 1340
2024
Q4
$53.8K Sell
12,328
-628
-5% -$2.74K ﹤0.01% 1425
2024
Q3
$86.5K Buy
12,956
+1,323
+11% +$8.84K ﹤0.01% 1397
2024
Q2
$48.4K Sell
11,633
-7,410
-39% -$30.8K ﹤0.01% 1348
2024
Q1
$85.7K Sell
19,043
-1,032
-5% -$4.64K ﹤0.01% 1343
2023
Q4
$182K Buy
20,075
+1,816
+10% +$16.5K ﹤0.01% 1286
2023
Q3
$165K Buy
18,259
+3,233
+22% +$29.2K ﹤0.01% 1195
2023
Q2
$146K Buy
15,026
+3,032
+25% +$29.4K ﹤0.01% 1127
2023
Q1
$126K Sell
11,994
-2,930
-20% -$30.8K ﹤0.01% 1072
2022
Q4
$146K Sell
14,924
-2,170
-13% -$21.2K ﹤0.01% 1074
2022
Q3
$270K Sell
17,094
-2,044
-11% -$32.3K 0.01% 908
2022
Q2
$416K Buy
19,138
+2,631
+16% +$57.2K 0.01% 802
2022
Q1
$347K Sell
16,507
-4,831
-23% -$102K 0.01% 936
2021
Q4
$676K Sell
21,338
-13,638
-39% -$432K 0.02% 703
2021
Q3
$1.25M Sell
34,976
-1,715
-5% -$61.1K 0.03% 452
2021
Q2
$1.95M Buy
36,691
+996
+3% +$53K 0.05% 348
2021
Q1
$1.39M Buy
35,695
+16,523
+86% +$644K 0.04% 411
2020
Q4
$934K Buy
+19,172
New +$934K 0.03% 464
2020
Q3
Sell
-22,699
Closed -$175K 1050
2020
Q2
$175K Sell
22,699
-9,064
-29% -$69.9K 0.01% 915
2020
Q1
$88K Buy
31,763
+15,885
+100% +$44K ﹤0.01% 875
2019
Q4
$64K Buy
15,878
+2,550
+19% +$10.3K ﹤0.01% 963
2019
Q3
$21K Sell
13,328
-2,900
-18% -$4.57K ﹤0.01% 954
2019
Q2
$41K Buy
+16,228
New +$41K ﹤0.01% 944