Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.54K Sell
127
-41
-24% -$2.76K ﹤0.01% 1660
2025
Q1
$13.1K Buy
168
+71
+73% +$5.53K ﹤0.01% 1457
2024
Q4
$7.93K Sell
97
-2,089
-96% -$171K ﹤0.01% 1552
2024
Q3
$169K Sell
2,186
-1,627
-43% -$126K ﹤0.01% 608
2024
Q2
$280K Buy
3,813
+83
+2% +$6.09K ﹤0.01% 495
2024
Q1
$325K Buy
3,730
+71
+2% +$6.19K 0.01% 478
2023
Q4
$281K Sell
3,659
-1,157
-24% -$88.8K ﹤0.01% 507
2023
Q3
$341K Sell
4,816
-12,629
-72% -$893K 0.01% 459
2023
Q2
$1.46M Buy
17,445
+319
+2% +$26.7K 0.02% 291
2023
Q1
$1.1M Sell
17,126
-335
-2% -$21.5K 0.02% 316
2022
Q4
$1.06M Hold
17,461
0.02% 329
2022
Q3
$1.15M Sell
17,461
-741
-4% -$48.9K 0.02% 319
2022
Q2
$1.65M Sell
18,202
-640
-3% -$57.9K 0.03% 309
2022
Q1
$1.82M Sell
18,842
-117
-0.6% -$11.3K 0.02% 311
2021
Q4
$2.47M Buy
+18,959
New +$2.47M 0.03% 271
2019
Q4
Sell
-7,212
Closed -$635 376
2019
Q3
$635 Sell
7,212
-7,167
-50% -$631 0.02% 258
2019
Q2
$1.25K Sell
14,379
-7,580
-35% -$658 0.03% 202
2019
Q1
$1.53M Buy
+21,959
New +$1.53M 0.05% 189