Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Sell
121
-5
-4% -$1.74K ﹤0.01% 1013
2025
Q1
$40K Sell
126
-18
-13% -$5.71K ﹤0.01% 734
2024
Q4
$49K Sell
144
-2,396
-94% -$815K ﹤0.01% 666
2024
Q3
$809K Sell
2,540
-135
-5% -$43K 0.01% 463
2024
Q2
$860K Sell
2,675
-337
-11% -$108K 0.02% 454
2024
Q1
$1.05M Sell
3,012
-310
-9% -$108K 0.02% 432
2023
Q4
$1.21M Sell
3,322
-57
-2% -$20.7K 0.03% 405
2023
Q3
$1.01M Sell
3,379
-33
-1% -$9.82K 0.03% 407
2023
Q2
$1.13M Buy
3,412
+174
+5% +$57.5K 0.03% 387
2023
Q1
$1.08M Buy
3,238
+3,234
+80,850% +$1.08M 0.03% 380
2022
Q4
$1K Sell
4
-139
-97% -$34.8K ﹤0.01% 1003
2022
Q3
$32K Buy
143
+32
+29% +$7.16K ﹤0.01% 629
2022
Q2
$27K Sell
111
-36
-24% -$8.76K ﹤0.01% 642
2022
Q1
$47K Sell
147
-2,497
-94% -$798K ﹤0.01% 615
2021
Q4
$1.06M Buy
2,644
+573
+28% +$230K 0.03% 358
2021
Q3
$705K Buy
2,071
+387
+23% +$132K 0.02% 377
2021
Q2
$584K Buy
1,684
+359
+27% +$124K 0.02% 379
2021
Q1
$450K Buy
1,325
+315
+31% +$107K 0.02% 381
2020
Q4
$367K Buy
1,010
+608
+151% +$221K 0.02% 356
2020
Q3
$132K Buy
+402
New +$132K 0.01% 402