Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96K Buy
676
+47
+7% +$206 ﹤0.01% 609
2025
Q1
$2.47K Buy
629
+67
+12% +$263 ﹤0.01% 623
2024
Q4
$2.99K Buy
+562
New +$2.99K ﹤0.01% 623
2023
Q3
Sell
-80,600
Closed -$182K 94
2023
Q2
$182K Sell
80,600
-10,035
-11% -$22.7K 0.07% 91
2023
Q1
$240K Buy
90,635
+2,279
+3% +$6.04K 0.1% 86
2022
Q4
$461K Sell
88,356
-55,473
-39% -$290K 0.19% 66
2022
Q3
$1M Buy
143,829
+739
+0.5% +$5.15K 0.4% 52
2022
Q2
$1.56M Buy
143,090
+846
+0.6% +$9.23K 0.61% 43
2022
Q1
$1.6M Buy
142,244
+40,074
+39% +$452K 0.57% 44
2021
Q4
$1.28M Buy
102,170
+4,137
+4% +$52K 0.43% 53
2021
Q3
$1.22M Buy
98,033
+9,819
+11% +$122K 0.44% 52
2021
Q2
$1.2M Buy
88,214
+7,338
+9% +$99.7K 0.43% 52
2021
Q1
$1.08M Buy
80,876
+3,996
+5% +$53.3K 0.42% 52
2020
Q4
$749K Buy
+76,880
New +$749K 0.32% 58