Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.9K Sell
10,247
-32
-0.3% -$140 ﹤0.01% 508
2025
Q1
$40.3K Sell
10,279
-22
-0.2% -$86 ﹤0.01% 504
2024
Q4
$54.7K Sell
10,301
-635
-6% -$3.37K ﹤0.01% 500
2024
Q3
$77.6K Sell
10,936
-963
-8% -$6.84K ﹤0.01% 502
2024
Q2
$13.1K Sell
11,899
-7,207
-38% -$7.93K ﹤0.01% 502
2024
Q1
$29.8K Sell
19,106
-168
-0.9% -$262 ﹤0.01% 514
2023
Q4
$35.3K Sell
19,274
-839
-4% -$1.54K ﹤0.01% 513
2023
Q3
$28.6K Sell
20,113
-3,600
-15% -$5.11K ﹤0.01% 510
2023
Q2
$53.6K Sell
23,713
-43,426
-65% -$98.1K ﹤0.01% 509
2023
Q1
$178K Buy
67,139
+1,373
+2% +$3.64K 0.02% 495
2022
Q4
$343K Buy
65,766
+283
+0.4% +$1.48K 0.04% 419
2022
Q3
$477K Buy
65,483
+3,966
+6% +$28.9K 0.06% 305
2022
Q2
$671K Buy
61,517
+43,003
+232% +$469K 0.09% 219
2022
Q1
$209K Buy
18,514
+3,819
+26% +$43.1K 0.02% 472
2021
Q4
$184K Buy
14,695
+2,601
+22% +$32.6K 0.02% 463
2021
Q3
$150K Buy
12,094
+759
+7% +$9.41K 0.02% 418
2021
Q2
$154K Buy
+11,335
New +$154K 0.03% 402
2017
Q1
Sell
-255
Closed -$7K 356
2016
Q4
$7K Buy
+255
New +$7K ﹤0.01% 462