Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
38,463
-637
-2% -$4.13K ﹤0.01% 3439
2025
Q1
$229K Sell
39,100
-2,300
-6% -$13.5K ﹤0.01% 3441
2024
Q4
$288K Buy
41,400
+4,564
+12% +$31.8K ﹤0.01% 3407
2024
Q3
$210K Buy
36,836
+395
+1% +$2.25K ﹤0.01% 3490
2024
Q2
$263K Buy
+36,441
New +$263K ﹤0.01% 3530
2022
Q3
Sell
-1,040
Closed -$10K 3999
2022
Q2
$10K Sell
1,040
-7,884
-88% -$75.8K ﹤0.01% 3999
2022
Q1
$149K Sell
8,924
-876
-9% -$14.6K ﹤0.01% 3783
2021
Q4
$203K Sell
9,800
-3,509
-26% -$72.7K ﹤0.01% 3733
2021
Q3
$465K Buy
13,309
+3,113
+31% +$109K ﹤0.01% 3432
2021
Q2
$528K Buy
+10,196
New +$528K ﹤0.01% 3367