Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$711K Buy
20,312
+2,581
+15% +$90.4K ﹤0.01% 800
2024
Q4
$946K Sell
17,731
-2,021
-10% -$108K ﹤0.01% 739
2024
Q3
$761K Sell
19,752
-1,635
-8% -$63K ﹤0.01% 809
2024
Q2
$771K Buy
21,387
+1,195
+6% +$43.1K ﹤0.01% 762
2024
Q1
$641K Buy
20,192
+2,723
+16% +$86.5K ﹤0.01% 841
2023
Q4
$471K Buy
17,469
+573
+3% +$15.4K ﹤0.01% 914
2023
Q3
$390K Buy
16,896
+2,156
+15% +$49.8K ﹤0.01% 916
2023
Q2
$305K Hold
14,740
﹤0.01% 988
2023
Q1
$305K Sell
14,740
-500
-3% -$10.3K ﹤0.01% 993
2022
Q4
$221K Sell
15,240
-130
-0.8% -$1.89K ﹤0.01% 1075
2022
Q3
$210K Sell
15,370
-190
-1% -$2.6K ﹤0.01% 1077
2022
Q2
$176K Sell
15,560
-1,790
-10% -$20.2K ﹤0.01% 1113
2022
Q1
$266K Buy
17,350
+4,465
+35% +$68.5K ﹤0.01% 1063
2021
Q4
$204K Sell
12,885
-490
-4% -$7.76K ﹤0.01% 1152
2021
Q3
$257K Sell
13,375
-55
-0.4% -$1.06K ﹤0.01% 1070
2021
Q2
$294K Sell
13,430
-31,062
-70% -$680K ﹤0.01% 1037
2021
Q1
$977K Buy
44,492
+3,362
+8% +$73.8K 0.01% 690
2020
Q4
$1.43M Buy
41,130
+23,290
+131% +$811K 0.01% 579
2020
Q3
$410K Buy
+17,840
New +$410K ﹤0.01% 837