Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
1,920
-14
-0.7% -$3.85K ﹤0.01% 1469
2025
Q1
$356K Buy
1,934
+852
+79% +$157K ﹤0.01% 1681
2024
Q4
$213K Sell
1,082
-406
-27% -$80K ﹤0.01% 1998
2024
Q3
$310K Buy
1,488
+52
+4% +$10.8K ﹤0.01% 1791
2024
Q2
$337K Buy
1,436
+224
+18% +$52.5K ﹤0.01% 1725
2024
Q1
$215K Sell
1,212
-14
-1% -$2.48K ﹤0.01% 1963
2023
Q4
$168K Buy
1,226
+540
+79% +$74.2K ﹤0.01% 2091
2023
Q3
$77.1K Buy
686
+7
+1% +$787 ﹤0.01% 2247
2023
Q2
$79.6K Sell
679
-6
-0.9% -$704 ﹤0.01% 2281
2023
Q1
$71.6K Hold
685
﹤0.01% 2350
2022
Q4
$56K Sell
685
-86
-11% -$7.03K ﹤0.01% 2463
2022
Q3
$66K Buy
771
+42
+6% +$3.6K ﹤0.01% 2391
2022
Q2
$64K Sell
729
-155
-18% -$13.6K ﹤0.01% 2449
2022
Q1
$97K Sell
884
-21
-2% -$2.3K ﹤0.01% 2288
2021
Q4
$133K Buy
905
+27
+3% +$3.97K ﹤0.01% 2155
2021
Q3
$90K Sell
878
-3
-0.3% -$308 ﹤0.01% 2352
2021
Q2
$91K Sell
881
-342
-28% -$35.3K ﹤0.01% 2357
2021
Q1
$111K Sell
1,223
-150
-11% -$13.6K ﹤0.01% 2211
2020
Q4
$97K Hold
1,373
﹤0.01% 2212
2020
Q3
$73K Hold
1,373
﹤0.01% 2217
2020
Q2
$66K Sell
1,373
-120
-8% -$5.77K ﹤0.01% 2273
2020
Q1
$49K Buy
1,493
+79
+6% +$2.59K ﹤0.01% 2315
2019
Q4
$53K Buy
1,414
+29
+2% +$1.09K ﹤0.01% 2445
2019
Q3
$44K Buy
1,385
+145
+12% +$4.61K ﹤0.01% 2524
2019
Q2
$32K Buy
1,240
+1,120
+933% +$28.9K ﹤0.01% 2717
2019
Q1
$3K Buy
+120
New +$3K ﹤0.01% 3356