Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
36,534
+6,008
+20% +$17K ﹤0.01% 5112
2025
Q1
$93.1K Sell
30,526
-11,480
-27% -$35K ﹤0.01% 4929
2024
Q4
$160K Buy
42,006
+6,470
+18% +$24.7K ﹤0.01% 4762
2024
Q3
$162K Buy
35,536
+6,761
+23% +$30.8K ﹤0.01% 4683
2024
Q2
$109K Buy
28,775
+4,587
+19% +$17.3K ﹤0.01% 4626
2024
Q1
$55.1K Buy
24,188
+705
+3% +$1.61K ﹤0.01% 4682
2023
Q4
$74.2K Buy
23,483
+8,385
+56% +$26.5K ﹤0.01% 4533
2023
Q3
$61.8K Sell
15,098
-17,668
-54% -$72.3K ﹤0.01% 4434
2023
Q2
$292K Sell
32,766
-886
-3% -$7.89K ﹤0.01% 3828
2023
Q1
$303K Buy
33,652
+331
+1% +$2.98K ﹤0.01% 3706
2022
Q4
$316K Sell
33,321
-10,666
-24% -$101K ﹤0.01% 3589
2022
Q3
$491K Sell
43,987
-2,825
-6% -$31.5K ﹤0.01% 3160
2022
Q2
$690K Sell
46,812
-8,606
-16% -$127K ﹤0.01% 2890
2022
Q1
$1.09M Sell
55,418
-6,793
-11% -$133K ﹤0.01% 2540
2021
Q4
$1.23M Buy
62,211
+5,103
+9% +$101K ﹤0.01% 2464
2021
Q3
$1.21M Buy
57,108
+15,033
+36% +$317K ﹤0.01% 2460
2021
Q2
$943K Buy
42,075
+16,030
+62% +$359K ﹤0.01% 2605
2021
Q1
$577K Buy
+26,045
New +$577K ﹤0.01% 2890