Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
22,663
+6,201
+38% +$57K ﹤0.01% 1145
2025
Q1
$160K Sell
16,462
-332
-2% -$3.22K ﹤0.01% 1145
2024
Q4
$158K Sell
16,794
-38,205
-69% -$360K ﹤0.01% 1150
2024
Q3
$623K Sell
54,999
-1,074
-2% -$12.2K ﹤0.01% 794
2024
Q2
$548K Buy
56,073
+1,450
+3% +$14.2K ﹤0.01% 821
2024
Q1
$519K Sell
54,623
-4,862
-8% -$46.2K ﹤0.01% 846
2023
Q4
$573K Sell
59,485
-3,670
-6% -$35.4K ﹤0.01% 792
2023
Q3
$578K Sell
63,155
-5,945
-9% -$54.5K ﹤0.01% 751
2023
Q2
$690K Buy
69,100
+3,089
+5% +$30.8K 0.01% 689
2023
Q1
$751K Buy
66,011
+2,760
+4% +$31.4K 0.01% 650
2022
Q4
$753K Sell
63,251
-2,716
-4% -$32.3K 0.01% 637
2022
Q3
$708K Buy
65,967
+7,172
+12% +$77K 0.01% 637
2022
Q2
$731K Sell
58,795
-2,517
-4% -$31.3K 0.01% 633
2022
Q1
$694K Buy
61,312
+274
+0.4% +$3.1K ﹤0.01% 703
2021
Q4
$733K Sell
61,038
-4,358
-7% -$52.3K ﹤0.01% 712
2021
Q3
$758K Sell
65,396
-3,167
-5% -$36.7K 0.01% 696
2021
Q2
$786K Buy
68,563
+478
+0.7% +$5.48K 0.01% 686
2021
Q1
$795K Buy
68,085
+1,543
+2% +$18K 0.01% 659
2020
Q4
$783K Buy
66,542
+36,640
+123% +$431K 0.01% 631
2020
Q3
$330K Buy
29,902
+12,147
+68% +$134K ﹤0.01% 827
2020
Q2
$181K Buy
+17,755
New +$181K ﹤0.01% 966
2019
Q3
Sell
-16,192
Closed -$186K 931
2019
Q2
$186K Buy
+16,192
New +$186K ﹤0.01% 889