Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
15,548
-413
-3% -$4.48K 0.01% 423
2025
Q1
$160K Buy
15,961
+1,708
+12% +$17.1K 0.01% 412
2024
Q4
$141K Buy
14,253
+678
+5% +$6.71K 0.01% 458
2024
Q3
$143K Sell
13,575
-8,666
-39% -$91.5K 0.01% 417
2024
Q2
$279K Buy
22,241
+2,590
+13% +$32.5K 0.03% 320
2024
Q1
$261K Sell
19,651
-6,523
-25% -$86.6K 0.03% 342
2023
Q4
$319K Sell
26,174
-11,151
-30% -$136K 0.04% 263
2023
Q3
$464K Buy
37,325
+595
+2% +$7.39K 0.07% 157
2023
Q2
$556K Buy
36,730
+2,905
+9% +$44K 0.09% 124
2023
Q1
$426K Sell
33,825
-3,919
-10% -$49.4K 0.08% 147
2022
Q4
$439K Buy
37,744
+4,599
+14% +$53.5K 0.08% 140
2022
Q3
$371K Buy
33,145
+3,241
+11% +$36.3K 0.09% 142
2022
Q2
$333K Sell
29,904
-2,915
-9% -$32.5K 0.08% 166
2022
Q1
$555K Buy
+32,819
New +$555K 0.09% 177
2019
Q3
Sell
-360
Closed -$2K 396
2019
Q2
$2K Buy
360
+174
+94% +$967 ﹤0.01% 682
2019
Q1
$1K Buy
186
+36
+24% +$194 ﹤0.01% 727
2018
Q4
$1K Sell
150
-442
-75% -$2.95K ﹤0.01% 719
2018
Q3
$3K Sell
592
-38
-6% -$193 ﹤0.01% 596
2018
Q2
$5K Buy
630
+149
+31% +$1.18K ﹤0.01% 562
2018
Q1
$5K Buy
481
+207
+76% +$2.15K ﹤0.01% 532
2017
Q4
$2K Buy
+274
New +$2K ﹤0.01% 627