Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
3,903
-2,178
-36% -$161K ﹤0.01% 644
2025
Q1
$374K Buy
6,081
+1,276
+27% +$78.5K ﹤0.01% 577
2024
Q4
$269K Sell
4,805
-243
-5% -$13.6K ﹤0.01% 692
2024
Q3
$365K Buy
5,048
+56
+1% +$4.05K ﹤0.01% 596
2024
Q2
$292K Buy
4,992
+1,400
+39% +$81.9K ﹤0.01% 632
2024
Q1
$203K Buy
+3,592
New +$203K ﹤0.01% 742
2023
Q4
Sell
-6,293
Closed -$416K 770
2023
Q3
$416K Buy
6,293
+489
+8% +$32.3K ﹤0.01% 487
2023
Q2
$376K Buy
+5,804
New +$376K ﹤0.01% 528
2022
Q4
Sell
-3,384
Closed -$228K 757
2022
Q3
$228K Sell
3,384
-369
-10% -$24.9K ﹤0.01% 627
2022
Q2
$307K Buy
3,753
+933
+33% +$76.3K ﹤0.01% 544
2022
Q1
$231K Sell
2,820
-346
-11% -$28.3K ﹤0.01% 682
2021
Q4
$322K Buy
3,166
+124
+4% +$12.6K ﹤0.01% 579
2021
Q3
$271K Buy
3,042
+308
+11% +$27.4K ﹤0.01% 606
2021
Q2
$258K Buy
2,734
+84
+3% +$7.93K ﹤0.01% 628
2021
Q1
$255K Buy
2,650
+286
+12% +$27.5K ﹤0.01% 611
2020
Q4
$221K Buy
+2,364
New +$221K ﹤0.01% 570