Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-490
Closed -$867 6707
2025
Q1
$867 Hold
490
﹤0.01% 5778
2024
Q4
$892 Hold
490
﹤0.01% 5765
2024
Q3
$867 Sell
490
-1,000
-67% -$1.77K ﹤0.01% 5726
2024
Q2
$2.2K Sell
1,490
-331
-18% -$488 ﹤0.01% 5618
2024
Q1
$2.31K Buy
1,821
+1,008
+124% +$1.28K ﹤0.01% 5613
2023
Q4
$1.28K Buy
813
+17
+2% +$27 ﹤0.01% 5730
2023
Q3
$923 Sell
796
-990
-55% -$1.15K ﹤0.01% 5846
2023
Q2
$2.93K Sell
1,786
-295
-14% -$484 ﹤0.01% 5851
2023
Q1
$2.69K Buy
2,081
+7
+0.3% +$9 ﹤0.01% 5859
2022
Q4
$3.11K Sell
2,074
-1,434
-41% -$2.15K ﹤0.01% 5574
2022
Q3
$8K Sell
3,508
-111
-3% -$253 ﹤0.01% 5428
2022
Q2
$11K Sell
3,619
-8,126
-69% -$24.7K ﹤0.01% 5415
2022
Q1
$56K Sell
11,745
-14,711
-56% -$70.1K ﹤0.01% 5264
2021
Q4
$243K Buy
26,456
+16,731
+172% +$154K ﹤0.01% 4804
2021
Q3
$145K Sell
9,725
-5,652
-37% -$84.3K ﹤0.01% 4943
2021
Q2
$252K Sell
15,377
-22,283
-59% -$365K ﹤0.01% 4640
2021
Q1
$685K Sell
37,660
-34,459
-48% -$627K ﹤0.01% 4213
2020
Q4
$1.46M Sell
72,119
-476,745
-87% -$9.68M ﹤0.01% 3675
2020
Q3
$9.28M Buy
548,864
+104,790
+24% +$1.77M ﹤0.01% 1919
2020
Q2
$11.3M Buy
+444,074
New +$11.3M ﹤0.01% 1743