Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
929
+87
+10% +$28.8K ﹤0.01% 491
2025
Q1
$277K Sell
842
-7
-0.8% -$2.3K ﹤0.01% 505
2024
Q4
$234K Sell
849
-27
-3% -$7.45K ﹤0.01% 522
2024
Q3
$304K Sell
876
-41
-4% -$14.2K ﹤0.01% 465
2024
Q2
$333K Buy
917
+312
+52% +$113K ﹤0.01% 504
2024
Q1
$181K Sell
605
-187
-24% -$56K ﹤0.01% 548
2023
Q4
$237K Sell
792
-47
-6% -$14.1K ﹤0.01% 509
2023
Q3
$240K Buy
839
+15
+2% +$4.29K ﹤0.01% 489
2023
Q2
$231K Sell
824
-47
-5% -$13.2K ﹤0.01% 515
2023
Q1
$223K Buy
871
+19
+2% +$4.86K ﹤0.01% 465
2022
Q4
$282K Sell
852
-93
-10% -$30.8K 0.01% 396
2022
Q3
$262K Buy
945
+173
+22% +$48K 0.01% 399
2022
Q2
$203K Sell
772
-270
-26% -$71K ﹤0.01% 363
2022
Q1
$250K Buy
1,042
+6
+0.6% +$1.44K ﹤0.01% 381
2021
Q4
$238K Sell
1,036
-162
-14% -$37.2K ﹤0.01% 341
2021
Q3
$240K Buy
+1,198
New +$240K 0.01% 253