Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
44,803
-3,528
-7% -$38.1K ﹤0.01% 1514
2025
Q1
$516K Buy
48,331
+4,609
+11% +$49.2K ﹤0.01% 1462
2024
Q4
$658K Buy
43,722
+2,153
+5% +$32.4K ﹤0.01% 1342
2024
Q3
$511K Sell
41,569
-3,573
-8% -$43.9K ﹤0.01% 1515
2024
Q2
$666K Buy
45,142
+3,295
+8% +$48.6K ﹤0.01% 1319
2024
Q1
$798K Sell
41,847
-3,269
-7% -$62.3K ﹤0.01% 1223
2023
Q4
$773K Buy
45,116
+43,215
+2,273% +$741K ﹤0.01% 1252
2023
Q3
$24.5K Sell
1,901
-311
-14% -$4.02K ﹤0.01% 2774
2023
Q2
$36.1K Sell
2,212
-838
-27% -$13.7K ﹤0.01% 2658
2023
Q1
$59.8K Buy
3,050
+287
+10% +$5.63K ﹤0.01% 2422
2022
Q4
$46.7K Sell
2,763
-1,675
-38% -$28.3K ﹤0.01% 2565
2022
Q3
$61K Sell
4,438
-295
-6% -$4.06K ﹤0.01% 2426
2022
Q2
$86K Buy
4,733
+87
+2% +$1.58K ﹤0.01% 2314
2022
Q1
$131K Buy
4,646
+1,098
+31% +$31K ﹤0.01% 2156
2021
Q4
$105K Buy
3,548
+650
+22% +$19.2K ﹤0.01% 2269
2021
Q3
$93K Sell
2,898
-54
-2% -$1.73K ﹤0.01% 2334
2021
Q2
$104K Buy
2,952
+1,632
+124% +$57.5K ﹤0.01% 2281
2021
Q1
$50K Buy
1,320
+184
+16% +$6.97K ﹤0.01% 2579
2020
Q4
$26K Sell
1,136
-1,567
-58% -$35.9K ﹤0.01% 2779
2020
Q3
$41K Sell
2,703
-105
-4% -$1.59K ﹤0.01% 2473
2020
Q2
$41K Sell
2,808
-2,017
-42% -$29.5K ﹤0.01% 2461
2020
Q1
$41K Hold
4,825
﹤0.01% 2388
2019
Q4
$75K Hold
4,825
﹤0.01% 2295
2019
Q3
$65K Hold
4,825
﹤0.01% 2347
2019
Q2
$55K Hold
4,825
﹤0.01% 2481
2019
Q1
$50K Buy
4,825
+4,725
+4,725% +$49K ﹤0.01% 2497
2018
Q4
$1K Hold
100
﹤0.01% 3521
2018
Q3
$2K Buy
+100
New +$2K ﹤0.01% 3505