Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.1K Buy
1,064
+112
+12% +$7.9K ﹤0.01% 2582
2025
Q1
$57.1K Sell
952
-12
-1% -$720 ﹤0.01% 2681
2024
Q4
$80.4K Sell
964
-3,205
-77% -$267K ﹤0.01% 2501
2024
Q3
$353K Buy
4,169
+683
+20% +$57.9K ﹤0.01% 1714
2024
Q2
$470K Buy
3,486
+68
+2% +$9.18K ﹤0.01% 1529
2024
Q1
$651K Sell
3,418
-1,775
-34% -$338K ﹤0.01% 1330
2023
Q4
$831K Buy
5,193
+480
+10% +$76.8K ﹤0.01% 1218
2023
Q3
$703K Sell
4,713
-796
-14% -$119K ﹤0.01% 1203
2023
Q2
$859K Sell
5,509
-279
-5% -$43.5K ﹤0.01% 1126
2023
Q1
$813K Buy
5,788
+4,726
+445% +$664K ﹤0.01% 1165
2022
Q4
$120K Buy
1,062
+500
+89% +$56.7K ﹤0.01% 2111
2022
Q3
$44K Sell
562
-351
-38% -$27.5K ﹤0.01% 2607
2022
Q2
$75K Buy
913
+169
+23% +$13.9K ﹤0.01% 2364
2022
Q1
$73K Buy
744
+2
+0.3% +$196 ﹤0.01% 2420
2021
Q4
$82K Sell
742
-131
-15% -$14.5K ﹤0.01% 2381
2021
Q3
$76K Buy
873
+40
+5% +$3.48K ﹤0.01% 2422
2021
Q2
$60K Sell
833
-210
-20% -$15.1K ﹤0.01% 2570
2021
Q1
$75K Sell
1,043
-928
-47% -$66.7K ﹤0.01% 2399
2020
Q4
$81K Buy
1,971
+545
+38% +$22.4K ﹤0.01% 2308
2020
Q3
$32K Sell
1,426
-146
-9% -$3.28K ﹤0.01% 2561
2020
Q2
$43K Buy
1,572
+50
+3% +$1.37K ﹤0.01% 2441
2020
Q1
$32K Buy
+1,522
New +$32K ﹤0.01% 2483
2018
Q3
Sell
-3,053
Closed -$63K 3622
2018
Q2
$63K Buy
3,053
+426
+16% +$8.79K ﹤0.01% 2453
2018
Q1
$52K Buy
2,627
+311
+13% +$6.16K ﹤0.01% 2582
2017
Q4
$50K Buy
+2,316
New +$50K ﹤0.01% 2596