Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
32,018
-935
-3% -$8.59K ﹤0.01% 1013
2025
Q1
$318K Buy
32,953
+4,652
+16% +$44.9K ﹤0.01% 805
2024
Q4
$275K Sell
28,301
-1,116
-4% -$10.8K ﹤0.01% 844
2024
Q3
$333K Buy
29,417
+132
+0.5% +$1.5K ﹤0.01% 682
2024
Q2
$296K Buy
29,285
+24,911
+570% +$252K ﹤0.01% 701
2024
Q1
$41.6K Buy
4,374
+919
+27% +$8.74K ﹤0.01% 1374
2023
Q4
$33.3K Sell
3,455
-17,118
-83% -$165K ﹤0.01% 1369
2023
Q3
$188K Sell
20,573
-3,129
-13% -$28.7K ﹤0.01% 703
2023
Q2
$237K Sell
23,702
-7,770
-25% -$77.5K ﹤0.01% 657
2023
Q1
$358K Sell
31,472
-1,077
-3% -$12.3K ﹤0.01% 541
2022
Q4
$388K Buy
32,549
+1,249
+4% +$14.9K ﹤0.01% 504
2022
Q3
$336K Buy
31,300
+848
+3% +$9.1K ﹤0.01% 495
2022
Q2
$379K Buy
30,452
+130
+0.4% +$1.62K 0.01% 454
2022
Q1
$344K Buy
30,322
+2,621
+9% +$29.7K ﹤0.01% 459
2021
Q4
$333K Buy
27,701
+2,038
+8% +$24.5K ﹤0.01% 436
2021
Q3
$297K Buy
+25,663
New +$297K 0.01% 402
2021
Q1
Sell
-11
Closed 1476
2020
Q4
$0 Buy
+11
New ﹤0.01% 1330