Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
4,337
+70
+2% +$5.3K ﹤0.01% 1162
2025
Q1
$320K Sell
4,267
-1,269
-23% -$95.2K ﹤0.01% 1073
2024
Q4
$423K Sell
5,536
-412
-7% -$31.5K ﹤0.01% 920
2024
Q3
$464K Buy
5,948
+1,652
+38% +$129K ﹤0.01% 896
2024
Q2
$307K Buy
4,296
+642
+18% +$45.8K ﹤0.01% 982
2024
Q1
$297K Sell
3,654
-211
-5% -$17.1K ﹤0.01% 959
2023
Q4
$283K Buy
3,865
+228
+6% +$16.7K ﹤0.01% 958
2023
Q3
$240K Sell
3,637
-7
-0.2% -$462 ﹤0.01% 944
2023
Q2
$270K Buy
3,644
+655
+22% +$48.6K ﹤0.01% 881
2023
Q1
$231K Buy
2,989
+226
+8% +$17.5K ﹤0.01% 877
2022
Q4
$211K Sell
2,763
-548
-17% -$41.9K ﹤0.01% 840
2022
Q3
$234K Buy
3,311
+253
+8% +$17.9K ﹤0.01% 755
2022
Q2
$259K Hold
3,058
﹤0.01% 737
2022
Q1
$250K Hold
3,058
﹤0.01% 776
2021
Q4
$240K Sell
3,058
-6
-0.2% -$471 ﹤0.01% 776
2021
Q3
$241K Buy
3,064
+183
+6% +$14.4K ﹤0.01% 745
2021
Q2
$224K Buy
2,881
+20
+0.7% +$1.56K ﹤0.01% 752
2021
Q1
$225K Buy
+2,861
New +$225K ﹤0.01% 695