Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.7K Sell
355
-719
-67% -$68.3K 0.01% 205
2025
Q1
$94.7K Sell
1,074
-296
-22% -$26.1K 0.02% 130
2024
Q4
$130K Sell
1,370
-3,397
-71% -$322K 0.03% 118
2024
Q3
$520K Sell
4,767
-775
-14% -$84.6K 0.15% 67
2024
Q2
$633K Sell
5,542
-1,278
-19% -$146K 0.19% 60
2024
Q1
$988K Sell
6,820
-7,705
-53% -$1.12M 0.32% 49
2023
Q4
$2.05M Sell
14,525
-713
-5% -$101K 0.77% 35
2023
Q3
$2.04M Sell
15,238
-125
-0.8% -$16.8K 0.85% 36
2023
Q2
$2.21M Sell
15,363
-820
-5% -$118K 0.9% 34
2023
Q1
$2.26M Sell
16,183
-115
-0.7% -$16K 0.93% 33
2022
Q4
$2.02M Sell
16,298
-990
-6% -$123K 0.85% 37
2022
Q3
$2.35M Sell
17,288
-140
-0.8% -$19K 0.94% 33
2022
Q2
$2.19M Buy
17,428
+60
+0.3% +$7.55K 0.86% 35
2022
Q1
$2.48M Sell
17,368
-2,223
-11% -$317K 0.87% 37
2021
Q4
$3.58M Buy
19,591
+281
+1% +$51.4K 1.21% 31
2021
Q3
$3.02M Buy
19,310
+1,128
+6% +$177K 1.09% 33
2021
Q2
$3.19M Buy
18,182
+165
+0.9% +$28.9K 1.16% 29
2021
Q1
$3.27M Buy
18,017
+71
+0.4% +$12.9K 1.27% 25
2020
Q4
$2.85M Buy
+17,946
New +$2.85M 1.21% 28