Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2,588
-58
-2% -$5.12K ﹤0.01% 570
2025
Q1
$251K Sell
2,646
-67
-2% -$6.36K ﹤0.01% 527
2024
Q4
$230K Buy
2,713
+494
+22% +$41.9K ﹤0.01% 527
2024
Q3
$222K Sell
2,219
-242
-10% -$24.2K ﹤0.01% 540
2024
Q2
$205K Buy
2,461
+13
+0.5% +$1.08K ﹤0.01% 607
2024
Q1
$191K Buy
+2,448
New +$191K ﹤0.01% 536
2022
Q3
Sell
-3,027
Closed -$212K 469
2022
Q2
$212K Sell
3,027
-12
-0.4% -$840 ﹤0.01% 357
2022
Q1
$241K Sell
3,039
-114
-4% -$9.04K ﹤0.01% 388
2021
Q4
$275K Sell
3,153
-188
-6% -$16.4K 0.01% 314
2021
Q3
$269K Buy
3,341
+61
+2% +$4.91K 0.01% 239
2021
Q2
$230K Sell
3,280
-13
-0.4% -$912 0.01% 252
2021
Q1
$231K Sell
3,293
-91
-3% -$6.38K 0.01% 236
2020
Q4
$223K Sell
3,384
-164
-5% -$10.8K 0.01% 224
2020
Q3
$202K Sell
3,548
-257
-7% -$14.6K 0.01% 230
2020
Q2
$218K Buy
+3,805
New +$218K 0.01% 194