Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
919
+217
+31% +$60.6K 0.01% 117
2025
Q1
$219K Sell
702
-143
-17% -$44.6K 0.01% 110
2024
Q4
$220K Sell
845
-82
-9% -$21.4K 0.01% 105
2024
Q3
$299K Buy
+927
New +$299K 0.01% 81
2023
Q4
Sell
-2,307
Closed -$620K 104
2023
Q3
$620K Sell
2,307
-266
-10% -$71.5K 0.03% 41
2023
Q2
$571K Buy
2,573
+146
+6% +$32.4K 0.03% 44
2023
Q1
$610K Buy
2,427
+82
+3% +$20.6K 0.03% 49
2022
Q4
$616K Sell
2,345
-524
-18% -$138K 0.03% 46
2022
Q3
$647K Sell
2,869
-341
-11% -$76.9K 0.03% 54
2022
Q2
$781K Buy
3,210
+1,487
+86% +$362K 0.03% 61
2022
Q1
$417K Buy
1,723
+75
+5% +$18.2K 0.02% 197
2021
Q4
$371K Sell
1,648
-167
-9% -$37.6K 0.01% 243
2021
Q3
$386K Sell
1,815
-84
-4% -$17.9K 0.01% 242
2021
Q2
$463K Buy
+1,899
New +$463K 0.01% 264
2021
Q1
Sell
-493
Closed -$113K 294
2020
Q4
$113K Buy
+493
New +$113K ﹤0.01% 272