Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36
Closed -$261K 2223
2025
Q1
$261K Sell
36
-13
-27% -$94.2K ﹤0.01% 1151
2024
Q4
$401K Buy
49
+13
+36% +$106K ﹤0.01% 977
2024
Q3
$353K Hold
36
﹤0.01% 977
2024
Q2
$273K Sell
36
-4
-10% -$30.4K ﹤0.01% 1059
2024
Q1
$324K Sell
40
-4
-9% -$32.4K ﹤0.01% 938
2023
Q4
$310K Buy
44
+7
+19% +$49.3K ﹤0.01% 1681
2023
Q3
$221K Buy
37
+2
+6% +$11.9K ﹤0.01% 1746
2023
Q2
$222K Sell
35
-8
-19% -$50.8K ﹤0.01% 1701
2023
Q1
$240K Buy
+43
New +$240K ﹤0.01% 1649
2022
Q2
Sell
-45
Closed -$201K 1793
2022
Q1
$201K Sell
45
-6
-12% -$26.8K ﹤0.01% 1574
2021
Q4
$301K Buy
51
+3
+6% +$17.7K ﹤0.01% 1444
2021
Q3
$230K Buy
48
+1
+2% +$4.79K ﹤0.01% 1473
2021
Q2
$234K Buy
+47
New +$234K ﹤0.01% 1436