Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9K Buy
412
+128
+45% +$4.33K ﹤0.01% 1236
2025
Q1
$11K Sell
284
-190
-40% -$7.36K ﹤0.01% 1252
2024
Q4
$15.9K Sell
474
-237
-33% -$7.97K ﹤0.01% 1207
2024
Q3
$29.1K Buy
711
+302
+74% +$12.4K ﹤0.01% 1069
2024
Q2
$15.8K Buy
409
+1
+0.2% +$39 ﹤0.01% 1169
2024
Q1
$17.5K Sell
408
-282
-41% -$12.1K ﹤0.01% 1117
2023
Q4
$25.6K Sell
690
-7,416
-91% -$275K ﹤0.01% 970
2023
Q3
$294K Sell
8,106
-2,029
-20% -$73.6K 0.04% 411
2023
Q2
$361K Buy
10,135
+84
+0.8% +$2.99K 0.05% 345
2023
Q1
$354K Sell
10,051
-2,105
-17% -$74.2K 0.06% 320
2022
Q4
$427K Buy
12,156
+98
+0.8% +$3.44K 0.08% 276
2022
Q3
$355K Buy
+12,058
New +$355K 0.08% 292
2022
Q1
Sell
-4,117
Closed -$233K 467
2021
Q4
$233K Sell
4,117
-4,789
-54% -$271K 0.04% 418
2021
Q3
$444K Hold
8,906
0.08% 274
2021
Q2
$444K Buy
+8,906
New +$444K 0.08% 274
2020
Q1
Sell
-10,232
Closed -$601K 490
2019
Q4
$601K Sell
10,232
-349
-3% -$20.5K 0.06% 277
2019
Q3
$564K Buy
10,581
+6,318
+148% +$337K 0.06% 276
2019
Q2
$213K Buy
+4,263
New +$213K 0.09% 251