Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
46,265
+26,730
+137% +$239K 0.01% 766
2025
Q1
$170K Hold
19,535
0.01% 986
2024
Q4
$243K Hold
19,535
0.01% 936
2024
Q3
$227K Hold
19,535
0.01% 939
2024
Q2
$208K Hold
19,535
0.01% 933
2024
Q1
$233K Sell
19,535
-8,672
-31% -$103K 0.01% 914
2023
Q4
$305K Sell
28,207
-300
-1% -$3.24K 0.01% 842
2023
Q3
$281K Hold
28,507
0.01% 857
2023
Q2
$284K Sell
28,507
-253
-0.9% -$2.52K 0.01% 746
2023
Q1
$277K Sell
28,760
-28,964
-50% -$279K 0.01% 789
2022
Q4
$642K Sell
57,724
-140,955
-71% -$1.57M 0.02% 597
2022
Q3
$1.69M Buy
198,679
+170,533
+606% +$1.45M 0.06% 340
2022
Q2
$295K Buy
28,146
+9,016
+47% +$94.5K 0.01% 820
2022
Q1
$208K Sell
19,130
-28,580
-60% -$311K 0.01% 920
2021
Q4
$646K Buy
47,710
+29,835
+167% +$404K 0.02% 563
2021
Q3
$242K Sell
17,875
-2,785
-13% -$37.7K 0.01% 789
2021
Q2
$295K Sell
20,660
-1,800
-8% -$25.7K 0.01% 772
2021
Q1
$314K Sell
22,460
-17,674
-44% -$247K 0.01% 723
2020
Q4
$752K Buy
40,134
+29,407
+274% +$551K 0.03% 461
2020
Q3
$159K Sell
10,727
-259
-2% -$3.84K 0.01% 696
2020
Q2
$177K Sell
10,986
-64
-0.6% -$1.03K 0.01% 617
2020
Q1
$165K Buy
11,050
+2,100
+23% +$31.4K 0.01% 661
2019
Q4
$180K Buy
+8,950
New +$180K 0.01% 710