Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34K Sell
32
-48
-60% -$2K ﹤0.01% 1267
2025
Q1
$3.38K Sell
80
-103
-56% -$4.35K ﹤0.01% 1130
2024
Q4
$8.9K Sell
183
-169
-48% -$8.22K ﹤0.01% 1058
2024
Q3
$23.2K Sell
352
-49
-12% -$3.23K ﹤0.01% 948
2024
Q2
$23.1K Buy
401
+12
+3% +$691 ﹤0.01% 930
2024
Q1
$24.8K Buy
389
+144
+59% +$9.17K ﹤0.01% 921
2023
Q4
$15.4K Sell
245
-240
-49% -$15.1K ﹤0.01% 989
2023
Q3
$32.5K Buy
485
+149
+44% +$9.98K ﹤0.01% 852
2023
Q2
$35.1K Sell
336
-6
-2% -$626 ﹤0.01% 858
2023
Q1
$41.8K Buy
342
+24
+8% +$2.93K ﹤0.01% 806
2022
Q4
$39.7K Sell
318
-14
-4% -$1.75K ﹤0.01% 793
2022
Q3
$35.1K Buy
332
+27
+9% +$2.85K ﹤0.01% 800
2022
Q2
$32.6K Sell
305
-66
-18% -$7.06K ﹤0.01% 819
2022
Q1
$48.8K Buy
371
+1
+0.3% +$132 ﹤0.01% 777
2021
Q4
$40.7K Sell
370
-90
-20% -$9.89K ﹤0.01% 769
2021
Q3
$42.1K Sell
460
-3,772
-89% -$345K ﹤0.01% 773
2021
Q2
$458K Buy
4,232
+100
+2% +$10.8K 0.02% 420
2021
Q1
$457K Sell
4,132
-10
-0.2% -$1.11K 0.02% 402
2020
Q4
$476K Sell
4,142
-105
-2% -$12.1K 0.02% 387
2020
Q3
$450K Buy
4,247
+955
+29% +$101K 0.03% 370
2020
Q2
$328K Sell
3,292
-127
-4% -$12.7K 0.02% 397
2020
Q1
$279K Sell
3,419
-1,521
-31% -$124K 0.02% 385
2019
Q4
$493K Buy
+4,940
New +$493K 0.03% 350