Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.2K Buy
14,648
+780
+6% +$2.68K ﹤0.01% 1160
2025
Q1
$52.8K Sell
13,868
-10,753
-44% -$41K ﹤0.01% 1072
2024
Q4
$107K Buy
24,621
+715
+3% +$3.12K ﹤0.01% 1035
2024
Q3
$160K Buy
23,906
+5,678
+31% +$37.9K 0.01% 949
2024
Q2
$75.8K Sell
18,228
-4,226
-19% -$17.6K ﹤0.01% 938
2024
Q1
$101K Buy
22,454
+2,384
+12% +$10.7K 0.01% 876
2023
Q4
$182K Sell
20,070
-376
-2% -$3.41K 0.01% 839
2023
Q3
$185K Sell
20,446
-6,011
-23% -$54.3K 0.01% 756
2023
Q2
$256K Buy
26,457
+1,630
+7% +$15.8K 0.02% 652
2023
Q1
$261K Buy
24,827
+11,814
+91% +$124K 0.02% 716
2022
Q4
$127K Buy
+13,013
New +$127K 0.01% 691
2021
Q2
Sell
-9,087
Closed -$354K 606
2021
Q1
$354K Sell
9,087
-21
-0.2% -$818 0.06% 371
2020
Q4
$444K Sell
9,108
-410
-4% -$20K 0.09% 286
2020
Q3
$202K Buy
+9,518
New +$202K 0.05% 425