Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Buy
76,419
+22,261
+41% +$57.2K ﹤0.01% 2967
2025
Q1
$136K Sell
54,158
-20,012
-27% -$50.2K ﹤0.01% 3088
2024
Q4
$194K Buy
74,170
+28,073
+61% +$73.6K ﹤0.01% 3068
2024
Q3
$176K Buy
46,097
+367
+0.8% +$1.4K ﹤0.01% 2945
2024
Q2
$141K Buy
+45,730
New +$141K ﹤0.01% 2960
2023
Q4
Sell
-828
Closed -$1.09K 3536
2023
Q3
$1.09K Hold
828
﹤0.01% 3588
2023
Q2
$1.26K Sell
828
-30,726
-97% -$46.7K ﹤0.01% 3678
2023
Q1
$55.2K Buy
31,554
+8,955
+40% +$15.7K ﹤0.01% 3506
2022
Q4
$47.5K Buy
22,599
+353
+2% +$741 ﹤0.01% 3566
2022
Q3
$70K Sell
22,246
-3,523
-14% -$11.1K ﹤0.01% 3452
2022
Q2
$86K Sell
25,769
-4,902
-16% -$16.4K ﹤0.01% 3553
2022
Q1
$258K Buy
30,671
+22,243
+264% +$187K ﹤0.01% 3090
2021
Q4
$69K Buy
8,428
+450
+6% +$3.68K ﹤0.01% 3757
2021
Q3
$93K Buy
+7,978
New +$93K ﹤0.01% 3852