Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429 Sell
311
-10,613
-97% -$14.6K ﹤0.01% 5931
2025
Q1
$20.4K Buy
10,924
+241
+2% +$451 ﹤0.01% 5251
2024
Q4
$29.7K Buy
10,683
+2,345
+28% +$6.52K ﹤0.01% 5157
2024
Q3
$27.2K Buy
8,338
+515
+7% +$1.68K ﹤0.01% 5151
2024
Q2
$77.1K Buy
7,823
+6,441
+466% +$63.4K ﹤0.01% 4734
2024
Q1
$31K Buy
1,382
+10
+0.7% +$225 ﹤0.01% 5056
2023
Q4
$26.9K Buy
1,372
+3
+0.2% +$59 ﹤0.01% 5094
2023
Q3
$24.9K Buy
1,369
+106
+8% +$1.93K ﹤0.01% 5145
2023
Q2
$13.3K Buy
1,263
+1,250
+9,615% +$13.1K ﹤0.01% 5534
2023
Q1
$221 Hold
13
﹤0.01% 6426
2022
Q4
$96 Hold
13
﹤0.01% 6477
2022
Q3
$0 Buy
13
+1
+8% ﹤0.01% 6370
2022
Q2
$0 Hold
12
﹤0.01% 6537
2022
Q1
$1K Sell
12
-48
-80% -$4K ﹤0.01% 6405
2021
Q4
$6K Hold
60
﹤0.01% 6112
2021
Q3
$10K Hold
60
﹤0.01% 5866
2021
Q2
$12K Sell
60
-1,702
-97% -$340K ﹤0.01% 5743
2021
Q1
$530K Buy
1,762
+737
+72% +$222K ﹤0.01% 4359
2020
Q4
$216K Buy
1,025
+19
+2% +$4K ﹤0.01% 4912
2020
Q3
$276K Sell
1,006
-34
-3% -$9.33K ﹤0.01% 4629
2020
Q2
$256K Buy
1,040
+121
+13% +$29.8K ﹤0.01% 4614
2020
Q1
$153K Buy
919
+195
+27% +$32.5K ﹤0.01% 4661
2019
Q4
$254K Buy
724
+55
+8% +$19.3K ﹤0.01% 4675
2019
Q3
$188K Buy
669
+175
+35% +$49.2K ﹤0.01% 4808
2019
Q2
$309K Buy
494
+170
+52% +$106K ﹤0.01% 4555
2019
Q1
$284K Sell
324
-545
-63% -$478K ﹤0.01% 4583
2018
Q4
$450K Sell
869
-109
-11% -$56.4K ﹤0.01% 4271
2018
Q3
$747K Sell
978
-121
-11% -$92.4K ﹤0.01% 4083
2018
Q2
$1.03M Buy
1,099
+338
+44% +$316K ﹤0.01% 3911
2018
Q1
$500K Buy
761
+145
+24% +$95.3K ﹤0.01% 4279
2017
Q4
$678K Buy
616
+576
+1,440% +$634K ﹤0.01% 4092
2017
Q3
$49K Buy
+40
New +$49K ﹤0.01% 5195