Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.2K Sell
1,439
-774
-35% -$42.1K ﹤0.01% 769
2025
Q1
$112K Sell
2,213
-2,730
-55% -$138K ﹤0.01% 691
2024
Q4
$224K Buy
4,943
+354
+8% +$16.1K 0.01% 582
2024
Q3
$218K Sell
4,589
-2,143
-32% -$102K 0.01% 587
2024
Q2
$309K Sell
6,732
-1,837
-21% -$84.3K 0.01% 502
2024
Q1
$371K Buy
8,569
+4,412
+106% +$191K 0.01% 487
2023
Q4
$165K Buy
4,157
+1,896
+84% +$75.2K 0.01% 607
2023
Q3
$76.2K Sell
2,261
-678
-23% -$22.8K ﹤0.01% 700
2023
Q2
$98.3K Sell
2,939
-1,601
-35% -$53.5K ﹤0.01% 665
2023
Q1
$147K Sell
4,540
-17,778
-80% -$577K 0.01% 590
2022
Q4
$619K Buy
22,318
+1,059
+5% +$29.4K 0.03% 394
2022
Q3
$517K Buy
21,259
+15,802
+290% +$384K 0.03% 401
2022
Q2
$147K Sell
5,457
-650
-11% -$17.5K 0.01% 567
2022
Q1
$190K Sell
6,107
-610
-9% -$19K 0.01% 549
2021
Q4
$219K Sell
6,717
-3,271
-33% -$107K 0.01% 534
2021
Q3
$288K Buy
9,988
+50
+0.5% +$1.44K 0.01% 478
2021
Q2
$265K Sell
9,938
-559
-5% -$14.9K 0.01% 483
2021
Q1
$264K Sell
10,497
-1,033
-9% -$26K 0.01% 470
2020
Q4
$284K Buy
11,530
+343
+3% +$8.46K 0.01% 443
2020
Q3
$250K Sell
11,187
-10,120
-47% -$226K 0.01% 436
2020
Q2
$502K Buy
21,307
+5,814
+38% +$137K 0.03% 356
2020
Q1
$332K Buy
15,493
+4,599
+42% +$98.4K 0.02% 373
2019
Q4
$275K Buy
+10,894
New +$275K 0.02% 425