Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
19,646
-1,975
-9% -$31.1K ﹤0.01% 1260
2025
Q1
$256K Sell
21,621
-13
-0.1% -$154 ﹤0.01% 1319
2024
Q4
$280K Buy
21,634
+1,844
+9% +$23.8K ﹤0.01% 1411
2024
Q3
$252K Sell
19,790
-4,194
-17% -$53.4K ﹤0.01% 1430
2024
Q2
$339K Buy
23,984
+5,018
+26% +$70.8K ﹤0.01% 1267
2024
Q1
$367K Buy
18,966
+4,270
+29% +$82.7K ﹤0.01% 1249
2023
Q4
$220K Sell
14,696
-1,139
-7% -$17.1K ﹤0.01% 1461
2023
Q3
$166K Buy
15,835
+1,877
+13% +$19.7K ﹤0.01% 1461
2023
Q2
$134K Buy
13,958
+2,619
+23% +$25.2K ﹤0.01% 1520
2023
Q1
$105K Sell
11,339
-455
-4% -$4.21K ﹤0.01% 1553
2022
Q4
$130K Sell
11,794
-791
-6% -$8.7K ﹤0.01% 1536
2022
Q3
$167K Sell
12,585
-150
-1% -$1.99K ﹤0.01% 1446
2022
Q2
$169K Buy
12,735
+4,635
+57% +$61.5K ﹤0.01% 1405
2022
Q1
$311K Buy
8,100
+348
+4% +$13.4K ﹤0.01% 1181
2021
Q4
$332K Sell
7,752
-649
-8% -$27.8K ﹤0.01% 1204
2021
Q3
$450K Buy
8,401
+522
+7% +$28K ﹤0.01% 1055
2021
Q2
$477K Buy
7,879
+891
+13% +$53.9K ﹤0.01% 1056
2021
Q1
$442K Sell
6,988
-223
-3% -$14.1K ﹤0.01% 1058
2020
Q4
$355K Buy
+7,211
New +$355K ﹤0.01% 1244
2020
Q3
Sell
-6,279
Closed -$207K 1556
2020
Q2
$207K Buy
+6,279
New +$207K ﹤0.01% 1370