Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
2,869
-894
-24% -$77.9K 0.01% 556
2025
Q1
$257K Sell
3,763
-140
-4% -$9.56K 0.01% 518
2024
Q4
$304K Buy
3,903
+3,380
+646% +$263K 0.01% 439
2024
Q3
$35.1K Sell
523
-1,819
-78% -$122K ﹤0.01% 551
2024
Q2
$266K Sell
2,342
-75
-3% -$8.5K 0.01% 484
2024
Q1
$335K Buy
2,417
+112
+5% +$15.5K 0.02% 429
2023
Q4
$286K Buy
+2,305
New +$286K 0.02% 417
2023
Q3
Sell
-2,271
Closed -$292K 493
2023
Q2
$292K Buy
2,271
+100
+5% +$12.9K 0.02% 434
2023
Q1
$251K Buy
+2,171
New +$251K 0.01% 437
2022
Q3
Sell
-37
Closed -$3K 641
2022
Q2
$3K Buy
+37
New +$3K ﹤0.01% 1063
2021
Q4
Sell
-356
Closed -$49K 485
2021
Q3
$49K Buy
356
+80
+29% +$11K ﹤0.01% 581
2021
Q2
$29K Buy
276
+168
+156% +$17.7K ﹤0.01% 665
2021
Q1
$10K Buy
108
+8
+8% +$741 ﹤0.01% 761
2020
Q4
$9K Buy
100
+92
+1,150% +$8.28K ﹤0.01% 733
2020
Q3
$1K Buy
+8
New +$1K ﹤0.01% 838