Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$727 Sell
5
-424
-99% -$61.7K ﹤0.01% 1318
2025
Q1
$75.1K Sell
429
-139
-24% -$24.3K ﹤0.01% 746
2024
Q4
$119K Sell
568
-2,842
-83% -$596K ﹤0.01% 691
2024
Q3
$980K Sell
3,410
-230
-6% -$66.1K 0.03% 366
2024
Q2
$1.14M Sell
3,640
-161
-4% -$50.5K 0.04% 325
2024
Q1
$1.28M Buy
3,801
+480
+14% +$161K 0.04% 315
2023
Q4
$940K Sell
3,321
-595
-15% -$168K 0.03% 338
2023
Q3
$964K Sell
3,916
-581
-13% -$143K 0.04% 319
2023
Q2
$1.13M Sell
4,497
-12,162
-73% -$3.04M 0.05% 311
2023
Q1
$3.56M Buy
16,659
+3,926
+31% +$839K 0.16% 142
2022
Q4
$2.47M Buy
12,733
+9,628
+310% +$1.87M 0.12% 179
2022
Q3
$571K Buy
3,105
+328
+12% +$60.3K 0.03% 388
2022
Q2
$602K Buy
2,777
+732
+36% +$159K 0.03% 386
2022
Q1
$497K Sell
2,045
-13,872
-87% -$3.37M 0.02% 420
2021
Q4
$4.93M Sell
15,917
-2,029
-11% -$628K 0.2% 109
2021
Q3
$4.7M Buy
17,946
+1,972
+12% +$517K 0.2% 111
2021
Q2
$3.3M Buy
15,974
+5,540
+53% +$1.15M 0.14% 165
2021
Q1
$2.05M Buy
10,434
+10,315
+8,668% +$2.03M 0.1% 223
2020
Q4
$23.2K Buy
119
+32
+37% +$6.24K ﹤0.01% 760
2020
Q3
$16.6K Hold
87
﹤0.01% 755
2020
Q2
$14.7K Buy
+87
New +$14.7K ﹤0.01% 760