Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
1,913
-61
-3% -$8.72K ﹤0.01% 1309
2025
Q1
$248K Sell
1,974
-94
-5% -$11.8K ﹤0.01% 1327
2024
Q4
$290K Sell
2,068
-194
-9% -$27.2K ﹤0.01% 1396
2024
Q3
$291K Buy
2,262
+607
+37% +$78K ﹤0.01% 1386
2024
Q2
$236K Buy
1,655
+75
+5% +$10.7K ﹤0.01% 1416
2024
Q1
$264K Buy
1,580
+136
+9% +$22.7K ﹤0.01% 1383
2023
Q4
$283K Sell
1,444
-184
-11% -$36.1K ﹤0.01% 1343
2023
Q3
$248K Sell
1,628
-2
-0.1% -$305 ﹤0.01% 1355
2023
Q2
$211K Buy
1,630
+62
+4% +$8.01K ﹤0.01% 1452
2023
Q1
$204K Buy
+1,568
New +$204K ﹤0.01% 1471
2022
Q2
Sell
-1,550
Closed -$221K 1594
2022
Q1
$221K Sell
1,550
-145
-9% -$20.7K ﹤0.01% 1345
2021
Q4
$233K Buy
+1,695
New +$233K ﹤0.01% 1375
2021
Q1
Sell
-2,816
Closed -$343K 1599
2020
Q4
$343K Buy
2,816
+7
+0.2% +$853 ﹤0.01% 1263
2020
Q3
$275K Buy
2,809
+9
+0.3% +$881 ﹤0.01% 1282
2020
Q2
$291K Buy
+2,800
New +$291K ﹤0.01% 1203