Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,164
Closed -$78.8K 720
2025
Q1
$78.8K Sell
1,164
-22
-2% -$1.49K 0.01% 564
2024
Q4
$73.5K Sell
1,186
-14
-1% -$867 0.01% 582
2024
Q3
$74.8K Buy
1,200
+23
+2% +$1.43K 0.01% 576
2024
Q2
$63.2K Buy
1,177
+71
+6% +$3.81K 0.01% 575
2024
Q1
$55.7K Sell
1,106
-12,324
-92% -$620K 0.01% 585
2023
Q4
$586K Sell
13,430
-1,922
-13% -$83.8K 0.08% 257
2023
Q3
$677K Sell
15,352
-387
-2% -$17.1K 0.11% 222
2023
Q2
$703K Sell
15,739
-19
-0.1% -$849 0.11% 220
2023
Q1
$699K Sell
15,758
-196
-1% -$8.7K 0.12% 206
2022
Q4
$662K Sell
15,954
-334
-2% -$13.9K 0.12% 211
2022
Q3
$600K Sell
16,288
-544
-3% -$20K 0.11% 204
2022
Q2
$701K Buy
16,832
+10,726
+176% +$447K 0.13% 198
2022
Q1
$317K Buy
+6,106
New +$317K 0.06% 310
2019
Q1
Sell
-11,156
Closed -$313K 137
2018
Q4
$313K Buy
11,156
+716
+7% +$20.1K 0.23% 106
2018
Q3
$339K Buy
+10,440
New +$339K 0.23% 101