Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Sell
3,967
-1,399
-26% -$25K ﹤0.01% 4961
2025
Q1
$111K Sell
5,366
-5,750
-52% -$119K ﹤0.01% 4601
2024
Q4
$131K Buy
11,116
+4,292
+63% +$50.7K ﹤0.01% 4559
2024
Q3
$83.1K Sell
6,824
-2,604
-28% -$31.7K ﹤0.01% 4727
2024
Q2
$69.1K Buy
9,428
+3,412
+57% +$25K ﹤0.01% 4787
2024
Q1
$46.2K Buy
6,016
+902
+18% +$6.93K ﹤0.01% 4909
2023
Q4
$74.6K Sell
5,114
-1,690
-25% -$24.7K ﹤0.01% 4672
2023
Q3
$125K Buy
6,804
+1,778
+35% +$32.6K ﹤0.01% 4321
2023
Q2
$67.4K Buy
5,026
+176
+4% +$2.36K ﹤0.01% 4989
2023
Q1
$53.9K Sell
4,850
-231
-5% -$2.57K ﹤0.01% 4840
2022
Q4
$50.5K Sell
5,081
-3,363
-40% -$33.4K ﹤0.01% 4548
2022
Q3
$101K Sell
8,444
-16,870
-67% -$202K ﹤0.01% 4306
2022
Q2
$804K Sell
25,314
-1,486
-6% -$47.2K ﹤0.01% 3242
2022
Q1
$740K Buy
26,800
+2,088
+8% +$57.7K ﹤0.01% 3882
2021
Q4
$1.24M Buy
24,712
+13,143
+114% +$662K ﹤0.01% 3690
2021
Q3
$411K Sell
11,569
-811
-7% -$28.8K ﹤0.01% 4504
2021
Q2
$550K Sell
12,380
-3,039
-20% -$135K ﹤0.01% 4306
2021
Q1
$563K Sell
15,419
-5,258
-25% -$192K ﹤0.01% 4327
2020
Q4
$886K Buy
20,677
+20,077
+3,346% +$860K ﹤0.01% 4051
2020
Q3
$12K Buy
+600
New +$12K ﹤0.01% 5553