Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7K Sell
37,863
-1,209
-3% -$501 ﹤0.01% 3438
2025
Q1
$25.7K Buy
39,072
+4,993
+15% +$3.28K ﹤0.01% 3356
2024
Q4
$45.3K Sell
34,079
-10,635
-24% -$14.1K ﹤0.01% 3300
2024
Q3
$78.7K Buy
44,714
+6,225
+16% +$11K ﹤0.01% 3131
2024
Q2
$63.9K Buy
38,489
+1,236
+3% +$2.05K ﹤0.01% 3018
2024
Q1
$92K Sell
37,253
-5,092
-12% -$12.6K ﹤0.01% 2948
2023
Q4
$97.4K Sell
42,345
-9,635
-19% -$22.2K ﹤0.01% 2857
2023
Q3
$124K Buy
51,980
+6,318
+14% +$15.1K ﹤0.01% 2644
2023
Q2
$71.3K Sell
45,662
-11,582
-20% -$18.1K ﹤0.01% 2680
2023
Q1
$145K Buy
57,244
+7,775
+16% +$19.7K ﹤0.01% 2492
2022
Q4
$133K Buy
49,469
+4,945
+11% +$13.3K ﹤0.01% 2451
2022
Q3
$122K Buy
+44,524
New +$122K ﹤0.01% 2165
2021
Q4
Sell
-31,329
Closed -$354K 1178
2021
Q3
$354K Buy
31,329
+340
+1% +$3.84K ﹤0.01% 912
2021
Q2
$560K Buy
+30,989
New +$560K ﹤0.01% 776