Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.2K Sell
221
-158
-42% -$20.9K ﹤0.01% 877
2025
Q1
$45.3K Sell
379
-15,094
-98% -$1.8M ﹤0.01% 837
2024
Q4
$2.01M Sell
15,473
-7,090
-31% -$919K 0.03% 333
2024
Q3
$2.83M Sell
22,563
-6,833
-23% -$856K 0.05% 279
2024
Q2
$4.46M Sell
29,396
-2,321
-7% -$352K 0.08% 214
2024
Q1
$5.18M Buy
31,717
+757
+2% +$124K 0.09% 207
2023
Q4
$4.21M Sell
30,960
-128
-0.4% -$17.4K 0.08% 223
2023
Q3
$3.68M Buy
31,088
+190
+0.6% +$22.5K 0.08% 222
2023
Q2
$3.96M Buy
30,898
+14,493
+88% +$1.86M 0.08% 226
2023
Q1
$2.04M Sell
16,405
-2,519
-13% -$313K 0.04% 348
2022
Q4
$1.62M Sell
18,924
-753
-4% -$64.4K 0.03% 406
2022
Q3
$2.07M Sell
19,677
-4,515
-19% -$474K 0.04% 348
2022
Q2
$2.16M Buy
24,192
+580
+2% +$51.7K 0.04% 356
2022
Q1
$4.06M Sell
23,612
-1,696
-7% -$291K 0.07% 265
2021
Q4
$4.21M Sell
25,308
-9,098
-26% -$1.51M 0.07% 268
2021
Q3
$5.77M Buy
+34,406
New +$5.77M 0.1% 210
2021
Q1
$1.13M Buy
6,000
+978
+19% +$184K 0.02% 518
2020
Q4
$737K Buy
+5,022
New +$737K 0.01% 592