Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,288
Closed -$93K 791
2025
Q1
$93K Buy
42,288
+1,302
+3% +$2.86K ﹤0.01% 643
2024
Q4
$328K Buy
40,986
+12,542
+44% +$100K 0.01% 514
2024
Q3
$232K Sell
28,444
-193
-0.7% -$1.58K 0.01% 580
2024
Q2
$267K Sell
28,637
-4,266
-13% -$39.8K 0.01% 537
2024
Q1
$407K Buy
32,903
+6,566
+25% +$81.2K 0.01% 485
2023
Q4
$287K Sell
26,337
-5,528
-17% -$60.2K 0.01% 552
2023
Q3
$255K Buy
31,865
+762
+2% +$6.1K 0.01% 560
2023
Q2
$298K Buy
31,103
+15,348
+97% +$147K 0.01% 534
2023
Q1
$188K Sell
15,755
-294
-2% -$3.51K 0.01% 620
2022
Q4
$223K Buy
+16,049
New +$223K 0.01% 586
2020
Q2
Sell
-16,568
Closed -$167K 883
2020
Q1
$167K Sell
16,568
-1,409
-8% -$14.2K 0.01% 748
2019
Q4
$129K Hold
17,977
﹤0.01% 794
2019
Q3
$155K Buy
+17,977
New +$155K 0.01% 792