Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
4,552
-78
-2% -$3.74K ﹤0.01% 688
2025
Q1
$231K Buy
4,630
+301
+7% +$15K ﹤0.01% 680
2024
Q4
$251K Buy
4,329
+3,408
+370% +$198K ﹤0.01% 662
2024
Q3
$60K Buy
921
+119
+15% +$7.75K ﹤0.01% 969
2024
Q2
$51K Sell
802
-7
-0.9% -$445 ﹤0.01% 967
2024
Q1
$52K Buy
809
+157
+24% +$10.1K ﹤0.01% 1011
2023
Q4
$36K Sell
652
-744
-53% -$41.1K ﹤0.01% 1024
2023
Q3
$82K Buy
1,396
+25
+2% +$1.47K ﹤0.01% 865
2023
Q2
$89K Buy
1,371
+167
+14% +$10.8K ﹤0.01% 808
2023
Q1
$66K Buy
1,204
+18
+2% +$987 ﹤0.01% 826
2022
Q4
$63K Buy
1,186
+760
+178% +$40.4K ﹤0.01% 864
2022
Q3
$18K Sell
426
-25
-6% -$1.06K ﹤0.01% 1037
2022
Q2
$22K Sell
451
-339
-43% -$16.5K ﹤0.01% 958
2022
Q1
$43K Buy
790
+8
+1% +$435 ﹤0.01% 973
2021
Q4
$37K Sell
782
-3,212
-80% -$152K ﹤0.01% 1037
2021
Q3
$157K Buy
3,994
+67
+2% +$2.63K ﹤0.01% 773
2021
Q2
$150K Buy
3,927
+1,510
+62% +$57.7K ﹤0.01% 794
2021
Q1
$93K Sell
2,417
-613
-20% -$23.6K ﹤0.01% 782
2020
Q4
$94K Buy
3,030
+2,048
+209% +$63.5K ﹤0.01% 767
2020
Q3
$22K Buy
+982
New +$22K ﹤0.01% 840
2020
Q1
Sell
-13,202
Closed -$403K 593
2019
Q4
$403K Buy
+13,202
New +$403K ﹤0.01% 510