Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Buy
4,081
+963
+31% +$3.59K ﹤0.01% 7308
2025
Q1
$10.7K Buy
3,118
+70
+2% +$239 ﹤0.01% 7297
2024
Q4
$11.3K Buy
+3,048
New +$11.3K ﹤0.01% 7008
2024
Q3
Sell
-346
Closed -$1.25K 8445
2024
Q2
$1.25K Buy
+346
New +$1.25K ﹤0.01% 7450
2024
Q1
Sell
-1,137
Closed -$4.38K 8317
2023
Q4
$4.38K Buy
+1,137
New +$4.38K ﹤0.01% 6658
2023
Q3
Sell
-4,330
Closed -$15.3K 8437
2023
Q2
$15.3K Buy
4,330
+3,370
+351% +$11.9K ﹤0.01% 5917
2023
Q1
$3.94K Sell
960
-3,779
-80% -$15.5K ﹤0.01% 7159
2022
Q4
$20.8K Buy
4,739
+4,394
+1,274% +$19.3K ﹤0.01% 6434
2022
Q3
$1K Sell
345
-1,846
-84% -$5.35K ﹤0.01% 8849
2022
Q2
$7K Buy
2,191
+1,088
+99% +$3.48K ﹤0.01% 7446
2022
Q1
$4K Sell
1,103
-26
-2% -$94 ﹤0.01% 8236
2021
Q4
$6K Sell
1,129
-2,523
-69% -$13.4K ﹤0.01% 8144
2021
Q3
$14K Buy
3,652
+1,166
+47% +$4.47K ﹤0.01% 6441
2021
Q2
$9K Sell
2,486
-1,014
-29% -$3.67K ﹤0.01% 7034
2021
Q1
$16K Buy
+3,500
New +$16K ﹤0.01% 6545
2020
Q3
Sell
-1,273
Closed -$7K 7201
2020
Q2
$7K Buy
+1,273
New +$7K ﹤0.01% 6363
2019
Q4
Sell
-1,353
Closed -$24K 7082
2019
Q3
$24K Buy
+1,353
New +$24K ﹤0.01% 5667