Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
57,648
+16,849
+41% +$61.5K ﹤0.01% 4910
2025
Q1
$109K Sell
40,799
-2,973
-7% -$7.91K ﹤0.01% 4897
2024
Q4
$177K Sell
43,772
-11,494
-21% -$46.6K ﹤0.01% 4735
2024
Q3
$229K Sell
55,266
-2,231
-4% -$9.24K ﹤0.01% 4540
2024
Q2
$141K Buy
57,497
+4,590
+9% +$11.2K ﹤0.01% 4568
2024
Q1
$133K Buy
52,907
+7,437
+16% +$18.7K ﹤0.01% 4540
2023
Q4
$163K Sell
45,470
-8,226
-15% -$29.4K ﹤0.01% 4380
2023
Q3
$181K Buy
53,696
+3,168
+6% +$10.7K ﹤0.01% 4224
2023
Q2
$202K Buy
50,528
+3,919
+8% +$15.7K ﹤0.01% 4099
2023
Q1
$363K Buy
46,609
+1,217
+3% +$9.48K ﹤0.01% 3576
2022
Q4
$203K Sell
45,392
-13,053
-22% -$58.3K ﹤0.01% 3950
2022
Q3
$462K Buy
58,445
+21,285
+57% +$168K ﹤0.01% 3210
2022
Q2
$223K Buy
+37,160
New +$223K ﹤0.01% 3834
2022
Q1
Sell
-27,783
Closed -$276K 4237
2021
Q4
$276K Buy
27,783
+2,685
+11% +$26.7K ﹤0.01% 3730
2021
Q3
$205K Buy
25,098
+3,765
+18% +$30.8K ﹤0.01% 3938
2021
Q2
$320K Buy
21,333
+4,063
+24% +$60.9K ﹤0.01% 3530
2021
Q1
$237K Buy
+17,270
New +$237K ﹤0.01% 3617