Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
2,217
-137
-6% -$21.5K ﹤0.01% 596
2025
Q1
$304K Buy
2,354
+214
+10% +$27.6K ﹤0.01% 624
2024
Q4
$306K Buy
2,140
+743
+53% +$106K ﹤0.01% 618
2024
Q3
$209K Buy
1,397
+18
+1% +$2.69K ﹤0.01% 652
2024
Q2
$178K Buy
1,379
+163
+13% +$21K ﹤0.01% 657
2024
Q1
$165K Buy
1,216
+199
+20% +$27K ﹤0.01% 754
2023
Q4
$121K Sell
1,017
-220
-18% -$26.2K ﹤0.01% 789
2023
Q3
$121K Buy
1,237
+23
+2% +$2.25K ﹤0.01% 784
2023
Q2
$113K Buy
1,214
+94
+8% +$8.75K ﹤0.01% 757
2023
Q1
$97K Buy
1,120
+15
+1% +$1.3K ﹤0.01% 748
2022
Q4
$90K Buy
1,105
+286
+35% +$23.3K ﹤0.01% 773
2022
Q3
$54K Sell
819
-17
-2% -$1.12K ﹤0.01% 810
2022
Q2
$56K Sell
836
-412
-33% -$27.6K ﹤0.01% 812
2022
Q1
$94K Sell
1,248
-253
-17% -$19.1K ﹤0.01% 867
2021
Q4
$153K Buy
1,501
+644
+75% +$65.6K ﹤0.01% 808
2021
Q3
$74K Buy
857
+68
+9% +$5.87K ﹤0.01% 911
2021
Q2
$72K Buy
789
+299
+61% +$27.3K ﹤0.01% 924
2021
Q1
$45K Hold
490
﹤0.01% 888
2020
Q4
$38K Sell
490
-37
-7% -$2.87K ﹤0.01% 866
2020
Q3
$31K Buy
+527
New +$31K ﹤0.01% 790