Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
6,760
-612
-8% -$32.6K ﹤0.01% 1679
2025
Q1
$261K Buy
7,372
+1,996
+37% +$70.7K ﹤0.01% 1856
2024
Q4
$187K Sell
5,376
-296
-5% -$10.3K ﹤0.01% 2056
2024
Q3
$220K Buy
5,672
+4,536
+399% +$176K ﹤0.01% 1986
2024
Q2
$40.2K Buy
1,136
+437
+63% +$15.5K ﹤0.01% 2776
2024
Q1
$23.2K Sell
699
-162
-19% -$5.37K ﹤0.01% 3024
2023
Q4
$37.6K Buy
861
+55
+7% +$2.4K ﹤0.01% 2801
2023
Q3
$36.9K Sell
806
-7,206
-90% -$330K ﹤0.01% 2586
2023
Q2
$400K Sell
8,012
-776
-9% -$38.7K ﹤0.01% 1502
2023
Q1
$471K Sell
8,788
-1,008
-10% -$54K ﹤0.01% 1426
2022
Q4
$670K Buy
9,796
+9,141
+1,396% +$626K ﹤0.01% 1247
2022
Q3
$40K Sell
655
-94
-13% -$5.74K ﹤0.01% 2658
2022
Q2
$26K Sell
749
-60
-7% -$2.08K ﹤0.01% 2895
2022
Q1
$35K Buy
809
+192
+31% +$8.31K ﹤0.01% 2783
2021
Q4
$50K Hold
617
﹤0.01% 2646
2021
Q3
$31K Sell
617
-511
-45% -$25.7K ﹤0.01% 2877
2021
Q2
$53K Buy
1,128
+466
+70% +$21.9K ﹤0.01% 2630
2021
Q1
$23K Sell
662
-18
-3% -$625 ﹤0.01% 2946
2020
Q4
$20K Hold
680
﹤0.01% 2892
2020
Q3
$13K Buy
+680
New +$13K ﹤0.01% 2926
2019
Q3
Sell
-4,093
Closed -$27K 3585
2019
Q2
$27K Buy
4,093
+3,732
+1,034% +$24.6K ﹤0.01% 2771
2019
Q1
$2K Buy
+361
New +$2K ﹤0.01% 3401
2017
Q4
Sell
-912
Closed -$5K 3600
2017
Q3
$5K Buy
+912
New +$5K ﹤0.01% 3243