Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.9K Buy
+1,245
New +$27.9K 0.01% 184
2024
Q4
Sell
-212
Closed -$4.97K 602
2024
Q3
$4.97K Sell
212
-2,212
-91% -$51.9K ﹤0.01% 340
2024
Q2
$75.1K Sell
2,424
-389
-14% -$12K 0.03% 136
2024
Q1
$124K Buy
2,813
+2,647
+1,595% +$117K 0.05% 109
2023
Q4
$8.33K Buy
166
+157
+1,744% +$7.88K ﹤0.01% 291
2023
Q3
$331 Hold
9
﹤0.01% 420
2023
Q2
$311 Sell
9
-520
-98% -$18K ﹤0.01% 427
2023
Q1
$17.3K Hold
529
0.01% 242
2022
Q4
$14K Sell
529
-46,019
-99% -$1.22M 0.01% 259
2022
Q3
$1.2M Sell
46,548
-2,849
-6% -$73.4K 0.75% 34
2022
Q2
$1.85M Buy
49,397
+163
+0.3% +$6.1K 1.07% 23
2022
Q1
$2.44M Sell
49,234
-1,937
-4% -$96K 1.17% 22
2021
Q4
$2.64M Sell
51,171
-447
-0.9% -$23K 1.12% 22
2021
Q3
$2.75M Sell
51,618
-337
-0.6% -$18K 1.32% 20
2021
Q2
$2.92M Buy
51,955
+1,339
+3% +$75.2K 1.43% 20
2021
Q1
$3.24M Sell
50,616
-1,887
-4% -$121K 1.9% 16
2020
Q4
$2.62M Sell
52,503
-6,378
-11% -$318K 1.55% 19
2020
Q3
$3.05M Sell
58,881
-1,353
-2% -$70.1K 1.95% 14
2020
Q2
$3.6M Buy
60,234
+956
+2% +$57.2K 2.54% 8
2020
Q1
$3.21M Sell
59,278
-720
-1% -$39K 3.06% 7
2019
Q4
$3.59M Buy
59,998
+31
+0.1% +$1.86K 2.5% 10
2019
Q3
$3.09M Sell
59,967
-2,595
-4% -$134K 2.29% 12
2019
Q2
$3M Sell
62,562
-819
-1% -$39.2K 2.47% 10
2019
Q1
$3.4M Buy
63,381
+3,034
+5% +$163K 3.05% 9
2018
Q4
$2.83M Sell
60,347
-854
-1% -$40.1K 2.98% 8
2018
Q3
$2.89M Sell
61,201
-1,492
-2% -$70.6K 2.15% 11
2018
Q2
$3.12M Buy
62,693
+27,525
+78% +$1.37M 2.46% 10
2018
Q1
$1.83M Buy
+35,168
New +$1.83M 2.01% 15