Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
20,085
﹤0.01% 1599
2025
Q1
$142K Sell
20,085
-511
-2% -$3.61K ﹤0.01% 1611
2024
Q4
$192K Sell
20,596
-188
-0.9% -$1.75K ﹤0.01% 1581
2024
Q3
$271K Sell
20,784
-281
-1% -$3.66K ﹤0.01% 1504
2024
Q2
$321K Sell
21,065
-1,417
-6% -$21.6K ﹤0.01% 1454
2024
Q1
$294K Sell
22,482
-7,167
-24% -$93.7K ﹤0.01% 1486
2023
Q4
$393K Sell
29,649
-1,051
-3% -$13.9K ﹤0.01% 1535
2023
Q3
$396K Hold
30,700
﹤0.01% 1522
2023
Q2
$442K Buy
30,700
+351
+1% +$5.05K ﹤0.01% 1492
2023
Q1
$401K Buy
30,349
+19,697
+185% +$260K ﹤0.01% 1517
2022
Q4
$110K Hold
10,652
﹤0.01% 2094
2022
Q3
$98K Buy
10,652
+151
+1% +$1.39K ﹤0.01% 2156
2022
Q2
$95K Buy
10,501
+3,611
+52% +$32.7K ﹤0.01% 2184
2022
Q1
$63K Buy
+6,890
New +$63K ﹤0.01% 2363