Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
6,611
+4,594
+228% +$134K ﹤0.01% 2981
2025
Q1
$49.1K Sell
2,017
-144
-7% -$3.51K ﹤0.01% 3347
2024
Q4
$46.4K Buy
+2,161
New +$46.4K ﹤0.01% 3381
2024
Q2
Sell
-7,036
Closed -$109K 3550
2024
Q1
$109K Buy
7,036
+480
+7% +$7.41K ﹤0.01% 3091
2023
Q4
$125K Sell
6,556
-252
-4% -$4.79K ﹤0.01% 3075
2023
Q3
$105K Buy
6,808
+1,242
+22% +$19.2K ﹤0.01% 3111
2023
Q2
$118K Sell
5,566
-451
-7% -$9.58K ﹤0.01% 3190
2023
Q1
$147K Buy
6,017
+1,739
+41% +$42.4K ﹤0.01% 3150
2022
Q4
$106K Buy
4,278
+1,543
+56% +$38.3K ﹤0.01% 3290
2022
Q3
$51K Sell
2,735
-373
-12% -$6.96K ﹤0.01% 3546
2022
Q2
$52K Buy
3,108
+31
+1% +$519 ﹤0.01% 3702
2022
Q1
$49K Sell
3,077
-360
-10% -$5.73K ﹤0.01% 3765
2021
Q4
$44K Buy
3,437
+180
+6% +$2.3K ﹤0.01% 3868
2021
Q3
$55K Sell
3,257
-15,427
-83% -$261K ﹤0.01% 3973
2021
Q2
$365K Buy
18,684
+666
+4% +$13K ﹤0.01% 3409
2021
Q1
$396K Buy
18,018
+14,663
+437% +$322K ﹤0.01% 3226
2020
Q4
$63K Buy
3,355
+945
+39% +$17.7K ﹤0.01% 3966
2020
Q3
$37K Buy
+2,410
New +$37K ﹤0.01% 3924