Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
13,255
-55
-0.4% -$1.06K ﹤0.01% 1487
2025
Q1
$196K Sell
13,310
-202
-1% -$2.98K ﹤0.01% 1536
2024
Q4
$361K Sell
13,512
-374
-3% -$9.99K ﹤0.01% 1411
2024
Q3
$357K Sell
13,886
-457
-3% -$11.7K ﹤0.01% 1425
2024
Q2
$475K Sell
14,343
-482
-3% -$16K ﹤0.01% 1310
2024
Q1
$494K Sell
14,825
-2,529
-15% -$84.3K ﹤0.01% 1320
2023
Q4
$614K Sell
17,354
-1,078
-6% -$38.1K ﹤0.01% 1357
2023
Q3
$635K Sell
18,432
-597
-3% -$20.6K 0.01% 1303
2023
Q2
$791K Sell
19,029
-861
-4% -$35.8K 0.01% 1224
2023
Q1
$764K Sell
19,890
-1,710
-8% -$65.7K 0.01% 1221
2022
Q4
$692K Sell
21,600
-194
-0.9% -$6.22K 0.01% 1307
2022
Q3
$562K Buy
21,794
+19
+0.1% +$490 0.01% 1372
2022
Q2
$604K Sell
21,775
-1,755
-7% -$48.7K 0.01% 1381
2022
Q1
$696K Sell
23,530
-1,201
-5% -$35.5K 0.01% 1394
2021
Q4
$942K Sell
24,731
-127
-0.5% -$4.84K 0.01% 1265
2021
Q3
$794K Sell
24,858
-517
-2% -$16.5K 0.01% 1365
2021
Q2
$934K Buy
+25,375
New +$934K 0.01% 1322