Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
6,509
+2,118
+48% +$106K 0.01% 173
2025
Q1
$207K Buy
+4,391
New +$207K ﹤0.01% 180
2024
Q2
Sell
-4,743
Closed -$326K 166
2024
Q1
$326K Sell
4,743
-1,146
-19% -$78.8K 0.01% 147
2023
Q4
$477K Sell
5,889
-41
-0.7% -$3.32K 0.01% 191
2023
Q3
$383K Buy
5,930
+1,545
+35% +$99.8K 0.01% 192
2023
Q2
$371K Buy
4,385
+7
+0.2% +$592 0.01% 204
2023
Q1
$487K Buy
4,378
+399
+10% +$44.4K 0.02% 129
2022
Q4
$477K Hold
3,979
0.02% 122
2022
Q3
$398K Sell
3,979
-1,056
-21% -$106K 0.02% 128
2022
Q2
$369K Buy
5,035
+1,968
+64% +$144K 0.02% 126
2022
Q1
$381K Hold
3,067
0.01% 135
2021
Q4
$671K Buy
3,067
+604
+25% +$132K 0.02% 122
2021
Q3
$512K Sell
2,463
-329
-12% -$68.4K 0.02% 130
2021
Q2
$575K Buy
2,792
+332
+13% +$68.4K 0.02% 131
2021
Q1
$496K Buy
2,460
+1,140
+86% +$230K 0.02% 125
2020
Q4
$235K Buy
+1,320
New +$235K 0.01% 164