Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
14,686
+3,477
+31% +$90.5K ﹤0.01% 946
2025
Q1
$285K Sell
11,209
-615
-5% -$15.6K ﹤0.01% 1031
2024
Q4
$250K Sell
11,824
-161
-1% -$3.41K ﹤0.01% 1083
2024
Q3
$231K Buy
+11,985
New +$231K ﹤0.01% 1134
2024
Q1
Sell
-18,685
Closed -$354K 1222
2023
Q4
$354K Buy
18,685
+4,200
+29% +$79.5K ﹤0.01% 962
2023
Q3
$239K Buy
+14,485
New +$239K ﹤0.01% 1033
2023
Q2
Sell
-14,670
Closed -$266K 1203
2023
Q1
$266K Buy
+14,670
New +$266K ﹤0.01% 1024
2022
Q1
Sell
-10,095
Closed -$256K 1218
2021
Q4
$256K Buy
10,095
+560
+6% +$14.2K ﹤0.01% 1065
2021
Q3
$210K Buy
+9,535
New +$210K ﹤0.01% 1116
2020
Q3
Sell
-16,860
Closed -$233K 1062
2020
Q2
$233K Buy
+16,860
New +$233K ﹤0.01% 912