Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.6K Buy
4,840
+2,387
+97% +$33.3K ﹤0.01% 775
2025
Q1
$19K Buy
2,453
+873
+55% +$6.77K ﹤0.01% 830
2024
Q4
$11.2K Sell
1,580
-9,923
-86% -$70.3K ﹤0.01% 924
2024
Q3
$86.4K Sell
11,503
-298,858
-96% -$2.24M ﹤0.01% 751
2024
Q2
$2.4M Buy
310,361
+267,549
+625% +$2.07M 0.01% 273
2024
Q1
$382K Buy
42,812
+30,398
+245% +$271K ﹤0.01% 723
2023
Q4
$128K Buy
12,414
+3,360
+37% +$34.6K ﹤0.01% 1181
2023
Q3
$88.8K Buy
+9,054
New +$88.8K ﹤0.01% 1136
2023
Q2
Sell
-16,185
Closed -$230K 1716
2023
Q1
$230K Buy
+16,185
New +$230K ﹤0.01% 831
2022
Q2
Hold
0
2089
2022
Q1
Sell
-17,441
Closed -$865K 2129
2021
Q4
$865K Buy
+17,441
New +$865K ﹤0.01% 550
2021
Q3
Hold
0
1924
2021
Q2
Sell
-4,919
Closed -$277K 1854
2021
Q1
$277K Sell
4,919
-26,046
-84% -$1.47M ﹤0.01% 909
2020
Q4
$1.98M Buy
+30,965
New +$1.98M 0.01% 255
2020
Q3
Sell
-21,995
Closed -$708K 1273
2020
Q2
$708K Sell
21,995
-7,576
-26% -$244K ﹤0.01% 353
2020
Q1
$294K Buy
29,571
+2,702
+10% +$26.9K ﹤0.01% 510
2019
Q4
$584K Buy
+26,869
New +$584K ﹤0.01% 560
2019
Q3
Sell
-6,238
Closed -$170K 1298
2019
Q2
$170K Sell
6,238
-8,125
-57% -$221K ﹤0.01% 754
2019
Q1
$579K Buy
+14,363
New +$579K ﹤0.01% 399
2018
Q4
Hold
0
1571