Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
50,621
+3,780
+8% +$8.24K ﹤0.01% 3640
2025
Q1
$128K Sell
46,841
-2,255
-5% -$6.16K ﹤0.01% 3582
2024
Q4
$204K Buy
49,096
+3,848
+9% +$16K ﹤0.01% 3491
2024
Q3
$176K Sell
45,248
-222
-0.5% -$864 ﹤0.01% 3525
2024
Q2
$178K Sell
45,470
-1,769
-4% -$6.93K ﹤0.01% 3638
2024
Q1
$198K Sell
47,239
-19,346
-29% -$81.1K ﹤0.01% 3634
2023
Q4
$313K Buy
66,585
+34,917
+110% +$164K ﹤0.01% 3411
2023
Q3
$98.8K Buy
31,668
+832
+3% +$2.6K ﹤0.01% 3707
2023
Q2
$142K Sell
30,836
-1,416
-4% -$6.5K ﹤0.01% 3660
2023
Q1
$160K Sell
32,252
-2,024
-6% -$10K ﹤0.01% 3636
2022
Q4
$187K Sell
34,276
-73
-0.2% -$399 ﹤0.01% 3678
2022
Q3
$223K Sell
34,349
-8,157
-19% -$53K ﹤0.01% 3621
2022
Q2
$201K Buy
42,506
+4,334
+11% +$20.5K ﹤0.01% 3697
2022
Q1
$267K Buy
38,172
+277
+0.7% +$1.94K ﹤0.01% 3645
2021
Q4
$386K Buy
+37,895
New +$386K ﹤0.01% 3463