Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
480
-31
-6% -$6.78K 0.07% 63
2025
Q1
$71.4K Sell
511
-311
-38% -$43.5K 0.05% 68
2024
Q4
$137K Sell
822
-31
-4% -$5.17K 0.1% 56
2024
Q3
$145K Sell
853
-79
-8% -$13.5K 0.1% 57
2024
Q2
$132K Hold
932
0.09% 55
2024
Q1
$117K Hold
932
0.08% 58
2023
Q4
$98.3K Hold
932
0.07% 64
2023
Q3
$99.5K Hold
932
0.08% 56
2023
Q2
$111K Sell
932
-423
-31% -$50.4K 0.08% 54
2023
Q1
$126K Sell
1,355
-36,256
-96% -$3.37M 0.1% 54
2022
Q4
$3.07M Sell
37,611
-472
-1% -$38.6K 2.46% 16
2022
Q3
$2.33M Buy
38,083
+308
+0.8% +$18.8K 2.01% 19
2022
Q2
$2.64M Buy
37,775
+826
+2% +$57.7K 2.12% 17
2022
Q1
$3.06M Sell
36,949
-4,548
-11% -$376K 2.2% 17
2021
Q4
$3.62M Buy
+41,497
New +$3.62M 2.53% 14