Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
64,828
-11,475
-15% -$226K ﹤0.01% 4169
2025
Q1
$593K Sell
76,303
-3,885
-5% -$30.2K ﹤0.01% 4564
2024
Q4
$841K Buy
80,188
+51,447
+179% +$540K ﹤0.01% 4343
2024
Q3
$307K Buy
28,741
+8,030
+39% +$85.8K ﹤0.01% 4394
2024
Q2
$226K Sell
20,711
-30,021
-59% -$328K ﹤0.01% 4469
2024
Q1
$660K Buy
50,732
+5,352
+12% +$69.6K ﹤0.01% 3880
2023
Q4
$613K Buy
45,380
+9,393
+26% +$127K ﹤0.01% 3823
2023
Q3
$374K Buy
35,987
+5,326
+17% +$55.4K ﹤0.01% 3809
2023
Q2
$473K Buy
30,661
+12,263
+67% +$189K ﹤0.01% 3871
2023
Q1
$187K Sell
18,398
-11,081
-38% -$113K ﹤0.01% 4389
2022
Q4
$299K Buy
29,479
+29,270
+14,005% +$297K ﹤0.01% 4083
2022
Q3
$2K Sell
209
-37
-15% -$354 ﹤0.01% 8629
2022
Q2
$3K Sell
246
-879
-78% -$10.7K ﹤0.01% 8290
2022
Q1
$20K Sell
1,125
-1,154
-51% -$20.5K ﹤0.01% 6406
2021
Q4
$54K Buy
2,279
+1,654
+265% +$39.2K ﹤0.01% 5732
2021
Q3
$18K Hold
625
﹤0.01% 6150
2021
Q2
$23K Hold
625
﹤0.01% 6099
2021
Q1
$20K Sell
625
-1,863
-75% -$59.6K ﹤0.01% 6366
2020
Q4
$81K Buy
2,488
+664
+36% +$21.6K ﹤0.01% 4841
2020
Q3
$43K Sell
1,824
-1,891
-51% -$44.6K ﹤0.01% 4895
2020
Q2
$82K Sell
3,715
-749
-17% -$16.5K ﹤0.01% 4629
2020
Q1
$47K Sell
4,464
-253
-5% -$2.66K ﹤0.01% 4993
2019
Q4
$95K Buy
4,717
+1,192
+34% +$24K ﹤0.01% 5001
2019
Q3
$55K Sell
3,525
-1,693
-32% -$26.4K ﹤0.01% 5211
2019
Q2
$101K Buy
5,218
+1,693
+48% +$32.8K ﹤0.01% 4527
2019
Q1
$79K Sell
3,525
-3,124
-47% -$70K ﹤0.01% 4449
2018
Q4
$119K Buy
6,649
+4,924
+285% +$88.1K ﹤0.01% 4512
2018
Q3
$38K Sell
1,725
-81
-4% -$1.78K ﹤0.01% 5472
2018
Q2
$59K Buy
+1,806
New +$59K ﹤0.01% 4964