Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
132,194
+112,000
+555% +$155K ﹤0.01% 5539
2025
Q1
$37.8K Sell
20,194
-19,627
-49% -$36.7K ﹤0.01% 6495
2024
Q4
$111K Buy
39,821
+24,356
+157% +$67.7K ﹤0.01% 5594
2024
Q3
$50.4K Buy
15,465
+2,759
+22% +$8.99K ﹤0.01% 5617
2024
Q2
$125K Buy
12,706
+4,580
+56% +$45.1K ﹤0.01% 4884
2024
Q1
$183K Sell
8,126
-1,226
-13% -$27.5K ﹤0.01% 4773
2023
Q4
$184K Buy
9,352
+1,232
+15% +$24.2K ﹤0.01% 4644
2023
Q3
$148K Buy
8,120
+7,731
+1,987% +$141K ﹤0.01% 4471
2023
Q2
$4.09K Buy
389
+207
+114% +$2.17K ﹤0.01% 6489
2023
Q1
$3.1K Sell
182
-55
-23% -$937 ﹤0.01% 7287
2022
Q4
$1.78K Sell
237
-1,074
-82% -$8.05K ﹤0.01% 8597
2022
Q3
$12K Sell
1,311
-114
-8% -$1.04K ﹤0.01% 7046
2022
Q2
$17K Buy
+1,425
New +$17K ﹤0.01% 6046
2022
Q1
Sell
-177
Closed -$19K 9190
2021
Q4
$19K Buy
+177
New +$19K ﹤0.01% 6776
2021
Q3
Sell
-95
Closed -$19K 8383
2021
Q2
$19K Buy
95
+73
+332% +$14.6K ﹤0.01% 6284
2021
Q1
$7K Buy
22
+1
+5% +$318 ﹤0.01% 7108
2020
Q4
$4K Buy
+21
New +$4K ﹤0.01% 6865
2020
Q3
Sell
-81
Closed -$20K 7099
2020
Q2
$20K Sell
81
-80
-50% -$19.8K ﹤0.01% 5706
2020
Q1
$27K Sell
161
-125
-44% -$21K ﹤0.01% 5387
2019
Q4
$100K Buy
286
+82
+40% +$28.7K ﹤0.01% 4976
2019
Q3
$57K Buy
204
+172
+538% +$48.1K ﹤0.01% 5185
2019
Q2
$20K Hold
32
﹤0.01% 5732
2019
Q1
$28K Sell
32
-14
-30% -$12.3K ﹤0.01% 5173
2018
Q4
$24K Buy
+46
New +$24K ﹤0.01% 5721
2018
Q2
Sell
-4
Closed -$3K 7021
2018
Q1
$3K Buy
+4
New +$3K ﹤0.01% 6511
2017
Q4
Sell
-29
Closed -$36K 6846
2017
Q3
$36K Buy
+29
New +$36K ﹤0.01% 5138