Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
10,856
+4,350
+67% +$130K ﹤0.01% 1745
2025
Q1
$187K Buy
6,506
+4,443
+215% +$128K ﹤0.01% 2031
2024
Q4
$68K Sell
2,063
-1,784
-46% -$58.8K ﹤0.01% 2589
2024
Q3
$131K Sell
3,847
-737
-16% -$25.2K ﹤0.01% 2254
2024
Q2
$141K Sell
4,584
-1,980
-30% -$61.1K ﹤0.01% 2178
2024
Q1
$262K Buy
6,564
+165
+3% +$6.59K ﹤0.01% 1865
2023
Q4
$241K Buy
6,399
+3,188
+99% +$120K ﹤0.01% 1913
2023
Q3
$146K Sell
3,211
-58
-2% -$2.65K ﹤0.01% 1969
2023
Q2
$156K Sell
3,269
-73
-2% -$3.48K ﹤0.01% 1969
2023
Q1
$148K Buy
3,342
+617
+23% +$27.4K ﹤0.01% 2013
2022
Q4
$88.7K Sell
2,725
-139
-5% -$4.53K ﹤0.01% 2250
2022
Q3
$117K Sell
2,864
-328
-10% -$13.4K ﹤0.01% 2119
2022
Q2
$151K Sell
3,192
-2,646
-45% -$125K ﹤0.01% 2005
2022
Q1
$355K Buy
5,838
+439
+8% +$26.7K ﹤0.01% 1686
2021
Q4
$351K Buy
5,399
+767
+17% +$49.9K ﹤0.01% 1713
2021
Q3
$429K Buy
4,632
+1,325
+40% +$123K ﹤0.01% 1598
2021
Q2
$457K Buy
3,307
+392
+13% +$54.2K ﹤0.01% 1591
2021
Q1
$387K Buy
2,915
+1,534
+111% +$204K ﹤0.01% 1620
2020
Q4
$224K Buy
1,381
+92
+7% +$14.9K ﹤0.01% 1822
2020
Q3
$83K Buy
1,289
+402
+45% +$25.9K ﹤0.01% 2156
2020
Q2
$45K Sell
887
-493
-36% -$25K ﹤0.01% 2423
2020
Q1
$56K Buy
1,380
+450
+48% +$18.3K ﹤0.01% 2257
2019
Q4
$36K Hold
930
﹤0.01% 2601
2019
Q3
$44K Sell
930
-207
-18% -$9.79K ﹤0.01% 2519
2019
Q2
$41K Hold
1,137
﹤0.01% 2612
2019
Q1
$39K Buy
1,137
+280
+33% +$9.6K ﹤0.01% 2599
2018
Q4
$23K Buy
+857
New +$23K ﹤0.01% 2754