Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
23,035
-3,398
-13% -$35.7K ﹤0.01% 1100
2025
Q1
$328K Sell
26,433
-1,563
-6% -$19.4K ﹤0.01% 986
2024
Q4
$360K Sell
27,996
-2,984
-10% -$38.4K ﹤0.01% 971
2024
Q3
$621K Sell
30,980
-204
-0.7% -$4.09K ﹤0.01% 795
2024
Q2
$548K Buy
31,184
+70
+0.2% +$1.23K ﹤0.01% 823
2024
Q1
$558K Sell
31,114
-1,246
-4% -$22.3K ﹤0.01% 819
2023
Q4
$623K Sell
32,360
-1,334
-4% -$25.7K ﹤0.01% 763
2023
Q3
$512K Sell
33,694
-896
-3% -$13.6K ﹤0.01% 787
2023
Q2
$717K Buy
34,590
+1,109
+3% +$23K 0.01% 672
2023
Q1
$806K Buy
33,481
+963
+3% +$23.2K 0.01% 632
2022
Q4
$935K Sell
32,518
-47
-0.1% -$1.35K 0.01% 578
2022
Q3
$736K Buy
32,565
+1,779
+6% +$40.2K 0.01% 628
2022
Q2
$647K Buy
30,786
+950
+3% +$20K 0.01% 667
2022
Q1
$767K Sell
29,836
-569
-2% -$14.6K 0.01% 667
2021
Q4
$738K Buy
30,405
+1,550
+5% +$37.6K ﹤0.01% 706
2021
Q3
$659K Buy
28,855
+2,319
+9% +$53K ﹤0.01% 737
2021
Q2
$692K Buy
26,536
+1,254
+5% +$32.7K ﹤0.01% 718
2021
Q1
$677K Buy
25,282
+635
+3% +$17K 0.01% 710
2020
Q4
$580K Buy
24,647
+255
+1% +$6K ﹤0.01% 719
2020
Q3
$442K Buy
24,392
+988
+4% +$17.9K ﹤0.01% 725
2020
Q2
$339K Buy
+23,404
New +$339K ﹤0.01% 798