Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
+172,442
New +$131K 0.02% 1006
2025
Q1
Sell
-44,283
Closed -$48.3K 1666
2024
Q4
$48.3K Buy
44,283
+25,788
+139% +$28.1K 0.01% 1004
2024
Q3
$25.2K Sell
18,495
-32,482
-64% -$44.2K ﹤0.01% 1219
2024
Q2
$72.4K Buy
+50,977
New +$72.4K ﹤0.01% 1103
2024
Q1
Sell
-79,964
Closed -$277K 1716
2023
Q4
$277K Buy
+79,964
New +$277K ﹤0.01% 664
2023
Q1
Sell
-129,086
Closed -$643K 1599
2022
Q4
$643K Buy
129,086
+90,114
+231% +$449K 0.02% 258
2022
Q3
$192K Buy
38,972
+21,339
+121% +$105K 0.01% 819
2022
Q2
$98K Buy
+17,633
New +$98K ﹤0.01% 807
2022
Q1
Hold
0
1296
2021
Q3
Sell
-11,372
Closed -$132K 992
2021
Q2
$132K Buy
+11,372
New +$132K ﹤0.01% 546
2020
Q4
Sell
-11,981
Closed -$54K 846
2020
Q3
$54K Buy
+11,981
New +$54K ﹤0.01% 423
2020
Q2
Sell
-13,481
Closed -$35K 778
2020
Q1
$35K Sell
13,481
-46,227
-77% -$120K ﹤0.01% 525
2019
Q4
$259K Buy
+59,708
New +$259K ﹤0.01% 469
2019
Q3
Sell
-60,496
Closed -$330K 939
2019
Q2
$330K Buy
60,496
+46,811
+342% +$255K ﹤0.01% 381
2019
Q1
$89K Sell
13,685
-17,133
-56% -$111K ﹤0.01% 633
2018
Q4
$131K Buy
+30,818
New +$131K ﹤0.01% 883
2018
Q3
Sell
-31,737
Closed -$204K 1348
2018
Q2
$204K Buy
31,737
+14,039
+79% +$90.2K ﹤0.01% 806
2018
Q1
$85K Buy
+17,698
New +$85K ﹤0.01% 951