Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
1,448
+39
+3% +$2.9K ﹤0.01% 1471
2025
Q1
$95.4K Sell
1,409
-111
-7% -$7.52K ﹤0.01% 1456
2024
Q4
$94.2K Buy
1,520
+111
+8% +$6.88K ﹤0.01% 1386
2024
Q3
$91.7K Sell
1,409
-34
-2% -$2.21K ﹤0.01% 1371
2024
Q2
$77.5K Hold
1,443
﹤0.01% 1350
2024
Q1
$76.2K Sell
1,443
-30
-2% -$1.58K ﹤0.01% 1321
2023
Q4
$64.3K Buy
1,473
+497
+51% +$21.7K ﹤0.01% 1341
2023
Q3
$43K Buy
976
+55
+6% +$2.43K ﹤0.01% 1420
2023
Q2
$41.2K Buy
921
+15
+2% +$670 ﹤0.01% 1445
2023
Q1
$40.2K Sell
906
-45
-5% -$2K ﹤0.01% 1446
2022
Q4
$39.4K Buy
951
+55
+6% +$2.28K ﹤0.01% 1397
2022
Q3
$37K Hold
896
﹤0.01% 1379
2022
Q2
$37K Buy
+896
New +$37K ﹤0.01% 1379
2021
Q4
$60K Sell
896
-2,309
-72% -$155K ﹤0.01% 1177
2021
Q3
$223K Sell
3,205
-11
-0.3% -$765 0.01% 969
2021
Q2
$226K Sell
3,216
-79
-2% -$5.55K 0.01% 986
2021
Q1
$202K Buy
+3,295
New +$202K 0.01% 959