Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
12,410
-798
-6% -$17.5K ﹤0.01% 1070
2025
Q1
$259K Buy
13,208
+517
+4% +$10.1K ﹤0.01% 1056
2024
Q4
$199K Sell
12,691
-3,644
-22% -$57.1K ﹤0.01% 1135
2024
Q3
$297K Sell
16,335
-1,078
-6% -$19.6K ﹤0.01% 1014
2024
Q2
$298K Buy
17,413
+264
+2% +$4.53K ﹤0.01% 1037
2024
Q1
$283K Buy
17,149
+405
+2% +$6.68K ﹤0.01% 1119
2023
Q4
$251K Buy
16,744
+292
+2% +$4.39K ﹤0.01% 1116
2023
Q3
$217K Buy
16,452
+1,958
+14% +$25.8K ﹤0.01% 1184
2023
Q2
$195K Buy
14,494
+890
+7% +$12K ﹤0.01% 1009
2023
Q1
$161K Buy
13,604
+955
+8% +$11.3K ﹤0.01% 1083
2022
Q4
$154K Buy
12,649
+588
+5% +$7.16K ﹤0.01% 1012
2022
Q3
$104K Buy
12,061
+535
+5% +$4.61K ﹤0.01% 963
2022
Q2
$113K Sell
11,526
-113,505
-91% -$1.11M ﹤0.01% 1004
2022
Q1
$1.3M Buy
125,031
+108,355
+650% +$1.13M 0.02% 547
2021
Q4
$232K Buy
+16,676
New +$232K 0.01% 826