Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
1,490
-226
-13% -$40.9K ﹤0.01% 801
2025
Q1
$297K Buy
1,716
+112
+7% +$19.4K ﹤0.01% 713
2024
Q4
$316K Sell
1,604
-152
-9% -$29.9K ﹤0.01% 705
2024
Q3
$355K Buy
1,756
+159
+10% +$32.1K 0.01% 660
2024
Q2
$267K Buy
+1,597
New +$267K ﹤0.01% 722
2023
Q4
Sell
-541
Closed -$61.1K 1605
2023
Q3
$61.1K Buy
+541
New +$61.1K ﹤0.01% 847
2022
Q3
Sell
-534
Closed -$42K 1317
2022
Q2
$42K Buy
534
+2
+0.4% +$157 ﹤0.01% 650
2022
Q1
$47K Buy
532
+2
+0.4% +$177 ﹤0.01% 689
2021
Q4
$43K Buy
530
+2
+0.4% +$162 ﹤0.01% 677
2021
Q3
$40K Buy
528
+1
+0.2% +$76 ﹤0.01% 645
2021
Q2
$44K Buy
527
+2
+0.4% +$167 ﹤0.01% 578
2021
Q1
$44K Buy
525
+1
+0.2% +$84 ﹤0.01% 561
2020
Q4
$42K Buy
+524
New +$42K ﹤0.01% 534