Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
26,474
-5,496
-17% -$46.1K ﹤0.01% 4643
2025
Q1
$203K Buy
31,970
+10,755
+51% +$68.2K ﹤0.01% 4976
2024
Q4
$187K Sell
21,215
-1,788
-8% -$15.8K ﹤0.01% 5125
2024
Q3
$204K Buy
23,003
+18,996
+474% +$169K ﹤0.01% 5222
2024
Q2
$41.2K Buy
4,007
+1,684
+72% +$17.3K ﹤0.01% 5783
2024
Q1
$35.2K Buy
+2,323
New +$35.2K ﹤0.01% 5458
2023
Q4
Sell
-9,865
Closed -$198K 5761
2023
Q3
$198K Buy
+9,865
New +$198K ﹤0.01% 4407
2023
Q2
Sell
-455
Closed -$6.78K 5433
2023
Q1
$6.78K Sell
455
-579
-56% -$8.62K ﹤0.01% 5393
2022
Q4
$12K Buy
1,034
+504
+95% +$5.87K ﹤0.01% 5171
2022
Q3
$10K Buy
+530
New +$10K ﹤0.01% 5440
2022
Q2
Sell
-1,964
Closed -$61K 5643
2022
Q1
$61K Buy
1,964
+1,547
+371% +$48K ﹤0.01% 5098
2021
Q4
$19K Sell
417
-106
-20% -$4.83K ﹤0.01% 5101
2021
Q3
$43K Buy
+523
New +$43K ﹤0.01% 4927