Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
575
-337
-37% -$161K ﹤0.01% 1065
2025
Q1
$335K Sell
912
-144
-14% -$52.8K ﹤0.01% 977
2024
Q4
$427K Buy
1,056
+321
+44% +$130K ﹤0.01% 917
2024
Q3
$371K Buy
735
+160
+28% +$80.7K ﹤0.01% 993
2024
Q2
$247K Sell
575
-57
-9% -$24.5K ﹤0.01% 1084
2024
Q1
$239K Sell
632
-27
-4% -$10.2K ﹤0.01% 1094
2023
Q4
$213K Buy
659
+16
+2% +$5.18K ﹤0.01% 1121
2023
Q3
$202K Buy
643
+10
+2% +$3.14K ﹤0.01% 1081
2023
Q2
$216K Sell
633
-45
-7% -$15.3K ﹤0.01% 1077
2023
Q1
$201K Sell
678
-30
-4% -$8.89K ﹤0.01% 1101
2022
Q4
$213K Sell
708
-125
-15% -$37.6K ﹤0.01% 1059
2022
Q3
$217K Buy
+833
New +$217K ﹤0.01% 1060
2022
Q2
Sell
-664
Closed -$200K 1150
2022
Q1
$200K Buy
+664
New +$200K ﹤0.01% 1138
2021
Q2
Sell
-1,996
Closed -$492K 1147
2021
Q1
$492K Sell
1,996
-2
-0.1% -$493 ﹤0.01% 825
2020
Q4
$498K Buy
1,998
+1
+0.1% +$249 ﹤0.01% 774
2020
Q3
$426K Sell
1,997
-78
-4% -$16.6K ﹤0.01% 743
2020
Q2
$450K Sell
2,075
-787
-27% -$171K ﹤0.01% 704
2020
Q1
$605K Buy
2,862
+1,945
+212% +$411K 0.01% 525
2019
Q4
$229K Buy
+917
New +$229K ﹤0.01% 911