Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
5,035
-222
-4% -$6.22K ﹤0.01% 1638
2025
Q1
$144K Buy
5,257
+83
+2% +$2.27K ﹤0.01% 1608
2024
Q4
$174K Hold
5,174
﹤0.01% 1607
2024
Q3
$163K Hold
5,174
﹤0.01% 1622
2024
Q2
$163K Buy
5,174
+1,134
+28% +$35.7K ﹤0.01% 1624
2024
Q1
$151K Sell
4,040
-5,968
-60% -$223K ﹤0.01% 1654
2023
Q4
$337K Sell
10,008
-637
-6% -$21.5K ﹤0.01% 1594
2023
Q3
$339K Sell
10,645
-351
-3% -$11.2K ﹤0.01% 1577
2023
Q2
$331K Sell
10,996
-801
-7% -$24.1K ﹤0.01% 1621
2023
Q1
$292K Sell
11,797
-1,162
-9% -$28.8K ﹤0.01% 1651
2022
Q4
$343K Buy
12,959
+100
+0.8% +$2.65K ﹤0.01% 1639
2022
Q3
$439K Buy
12,859
+2,259
+21% +$77.1K ﹤0.01% 1490
2022
Q2
$328K Sell
10,600
-2,438
-19% -$75.4K ﹤0.01% 1664
2022
Q1
$534K Buy
13,038
+1,170
+10% +$47.9K ﹤0.01% 1517
2021
Q4
$651K Buy
11,868
+1,724
+17% +$94.6K ﹤0.01% 1446
2021
Q3
$721K Buy
10,144
+1,108
+12% +$78.8K 0.01% 1406
2021
Q2
$541K Buy
9,036
+1,154
+15% +$69.1K ﹤0.01% 1602
2021
Q1
$526K Buy
+7,882
New +$526K 0.02% 950