Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
3,052
-80
-3% -$12.2K 0.01% 444
2025
Q1
$460K Sell
3,132
-38
-1% -$5.58K 0.01% 403
2024
Q4
$409K Buy
3,170
+1,170
+59% +$151K 0.01% 469
2024
Q3
$273K Sell
2,000
-399
-17% -$54.5K ﹤0.01% 562
2024
Q2
$245K Buy
2,399
+124
+5% +$12.7K ﹤0.01% 570
2024
Q1
$202K Sell
2,275
-554
-20% -$49.1K ﹤0.01% 703
2023
Q4
$259K Sell
2,829
-1,803
-39% -$165K ﹤0.01% 524
2023
Q3
$363K Sell
4,632
-1,173
-20% -$91.8K 0.01% 359
2023
Q2
$486K Buy
5,805
+1,770
+44% +$148K 0.01% 301
2023
Q1
$355K Buy
4,035
+1
+0% +$88 0.01% 356
2022
Q4
$405K Sell
4,034
-85
-2% -$8.52K 0.01% 305
2022
Q3
$381K Sell
4,119
-208
-5% -$19.2K 0.02% 282
2022
Q2
$468K Buy
4,327
+134
+3% +$14.5K 0.02% 245
2022
Q1
$522K Buy
4,193
+9
+0.2% +$1.12K 0.03% 231
2021
Q4
$621K Buy
+4,184
New +$621K 0.03% 201