Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1K Sell
13,005
-112
-0.9% -$95 ﹤0.01% 5142
2025
Q1
$13K Hold
13,117
﹤0.01% 5102
2024
Q4
$17.1K Hold
13,117
﹤0.01% 5069
2024
Q3
$17.3K Sell
13,117
-1,300
-9% -$1.72K ﹤0.01% 4902
2024
Q2
$20.9K Hold
14,417
﹤0.01% 4956
2024
Q1
$42K Sell
14,417
-113
-0.8% -$329 ﹤0.01% 4846
2023
Q4
$60.4K Buy
14,530
+3
+0% +$12 ﹤0.01% 4856
2023
Q3
$43.8K Hold
14,527
﹤0.01% 4958
2023
Q2
$109K Sell
14,527
-6,076
-29% -$45.6K ﹤0.01% 4799
2023
Q1
$84.2K Buy
20,603
+1,418
+7% +$5.8K ﹤0.01% 4912
2022
Q4
$88K Buy
19,185
+103
+0.5% +$473 ﹤0.01% 4999
2022
Q3
$187K Sell
19,082
-129
-0.7% -$1.26K ﹤0.01% 4906
2022
Q2
$202K Sell
19,211
-81,432
-81% -$856K ﹤0.01% 4933
2022
Q1
$4.25M Sell
100,643
-1,494
-1% -$63K ﹤0.01% 3975
2021
Q4
$4.29M Buy
102,137
+3,777
+4% +$159K ﹤0.01% 3994
2021
Q3
$8.15M Buy
98,360
+13,196
+15% +$1.09M ﹤0.01% 3707
2021
Q2
$10.2M Buy
+85,164
New +$10.2M ﹤0.01% 3573