Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
2,972
-35
-1% -$2.73K ﹤0.01% 2249
2025
Q1
$222K Sell
3,007
-495
-14% -$36.5K ﹤0.01% 2245
2024
Q4
$286K Buy
3,502
+547
+19% +$44.6K ﹤0.01% 2153
2024
Q3
$206K Buy
2,955
+345
+13% +$24.1K ﹤0.01% 2286
2024
Q2
$154K Sell
2,610
-2,356
-47% -$139K ﹤0.01% 2371
2024
Q1
$325K Buy
4,966
+670
+16% +$43.8K ﹤0.01% 2081
2023
Q4
$309K Buy
4,296
+292
+7% +$21K ﹤0.01% 2078
2023
Q3
$280K Buy
+4,004
New +$280K ﹤0.01% 2076
2022
Q4
$525K Sell
7,508
-69
-0.9% -$4.83K ﹤0.01% 1752
2022
Q3
$611K Sell
7,577
-691
-8% -$55.7K 0.01% 1698
2022
Q2
$844K Buy
8,268
+2,038
+33% +$208K 0.01% 1614
2022
Q1
$646K Buy
6,230
+2,188
+54% +$227K ﹤0.01% 1767
2021
Q4
$590K Sell
4,042
-11,210
-73% -$1.64M ﹤0.01% 1802
2021
Q3
$4.81M Buy
15,252
+4,767
+45% +$1.5M 0.03% 708
2021
Q2
$3.49M Buy
10,485
+200
+2% +$66.5K 0.02% 937
2021
Q1
$3.47M Buy
10,285
+2,934
+40% +$988K 0.02% 989
2020
Q4
$2.82M Sell
7,351
-479
-6% -$184K 0.02% 1080
2020
Q3
$4.01M Sell
7,830
-76
-1% -$38.9K 0.03% 702
2020
Q2
$2.07M Buy
7,906
+5,959
+306% +$1.56M 0.02% 1058
2020
Q1
$309K Buy
+1,947
New +$309K ﹤0.01% 1943