Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.9K Buy
7,008
+11
+0.2% +$96 ﹤0.01% 2748
2025
Q1
$60.9K Sell
6,997
-1,211
-15% -$10.5K ﹤0.01% 2730
2024
Q4
$88.4K Buy
8,208
+462
+6% +$4.98K ﹤0.01% 2638
2024
Q3
$82.9K Sell
7,746
-7
-0.1% -$75 ﹤0.01% 2645
2024
Q2
$129K Sell
7,753
-42
-0.5% -$698 ﹤0.01% 2441
2024
Q1
$89.5K Sell
7,795
-185
-2% -$2.12K ﹤0.01% 2584
2023
Q4
$135K Sell
7,980
-1,762
-18% -$29.8K ﹤0.01% 2396
2023
Q3
$86.8K Buy
+9,742
New +$86.8K ﹤0.01% 2516
2022
Q3
Sell
-50,119
Closed -$709K 2158
2022
Q2
$709K Buy
50,119
+25,898
+107% +$366K 0.01% 1702
2022
Q1
$745K Buy
24,221
+5,356
+28% +$165K 0.01% 1705
2021
Q4
$579K Buy
18,865
+532
+3% +$16.3K ﹤0.01% 1812
2021
Q3
$1.01M Sell
18,333
-188
-1% -$10.4K 0.01% 1691
2021
Q2
$1.31M Buy
18,521
+1,279
+7% +$90.6K 0.01% 1586
2021
Q1
$1.06M Buy
17,242
+13,369
+345% +$820K 0.01% 1727
2020
Q4
$207K Buy
+3,873
New +$207K ﹤0.01% 2237