Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
826
-462
-36% -$217K ﹤0.01% 788
2025
Q1
$600K Buy
1,288
+445
+53% +$207K ﹤0.01% 570
2024
Q4
$353K Sell
843
-22
-3% -$9.21K ﹤0.01% 787
2024
Q3
$412K Sell
865
-270
-24% -$129K ﹤0.01% 634
2024
Q2
$498K Sell
1,135
-78
-6% -$34.2K ﹤0.01% 578
2024
Q1
$563K Sell
1,213
-62
-5% -$28.8K ﹤0.01% 578
2023
Q4
$524K Sell
1,275
-50
-4% -$20.5K ﹤0.01% 599
2023
Q3
$493K Sell
1,325
-58
-4% -$21.6K ﹤0.01% 601
2023
Q2
$527K Buy
1,383
+763
+123% +$291K ﹤0.01% 607
2023
Q1
$220K Sell
620
-15
-2% -$5.33K ﹤0.01% 976
2022
Q4
$207K Buy
+635
New +$207K ﹤0.01% 996
2022
Q2
Sell
-1,190
Closed -$380K 1070
2022
Q1
$380K Sell
1,190
-60
-5% -$19.2K ﹤0.01% 524
2021
Q4
$433K Buy
1,250
+80
+7% +$27.7K ﹤0.01% 582
2021
Q3
$343K Buy
1,170
+360
+44% +$106K ﹤0.01% 770
2021
Q2
$234K Buy
+810
New +$234K ﹤0.01% 896
2020
Q1
Sell
-3,582
Closed -$763K 870
2019
Q4
$763K Sell
3,582
-255
-7% -$54.3K 0.01% 427
2019
Q3
$743K Buy
+3,837
New +$743K 0.01% 367