Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.1K Buy
12,470
+110
+0.9% +$477 ﹤0.01% 3337
2025
Q1
$61.6K Hold
12,360
﹤0.01% 3271
2024
Q4
$79.8K Sell
12,360
-18
-0.1% -$116 ﹤0.01% 3223
2024
Q3
$44.2K Sell
12,378
-9,311
-43% -$33.2K ﹤0.01% 3206
2024
Q2
$119K Sell
21,689
-582
-3% -$3.2K ﹤0.01% 2921
2024
Q1
$151K Buy
22,271
+112
+0.5% +$757 ﹤0.01% 2844
2023
Q4
$136K Buy
22,159
+9,900
+81% +$60.6K ﹤0.01% 2795
2023
Q3
$88.4K Sell
12,259
-427
-3% -$3.08K ﹤0.01% 2698
2023
Q2
$110K Sell
12,686
-456
-3% -$3.94K ﹤0.01% 2621
2023
Q1
$122K Sell
13,142
-2,726
-17% -$25.3K ﹤0.01% 2535
2022
Q4
$204K Buy
15,868
+4,639
+41% +$59.6K ﹤0.01% 2347
2022
Q3
$103K Buy
+11,229
New +$103K ﹤0.01% 2197
2019
Q3
Sell
-12,523
Closed -$117K 901
2019
Q2
$117K Buy
+12,523
New +$117K ﹤0.01% 1075