Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
73,105
-9,562
-12% -$49.5K 0.01% 817
2025
Q1
$436K Buy
82,667
+53,222
+181% +$280K 0.02% 675
2024
Q4
$130K Buy
29,445
+3,792
+15% +$16.8K 0.01% 1027
2024
Q3
$112K Sell
25,653
-2,024
-7% -$8.85K ﹤0.01% 960
2024
Q2
$105K Buy
27,677
+1,546
+6% +$5.84K 0.01% 934
2024
Q1
$92.5K Sell
26,131
-3,595
-12% -$12.7K ﹤0.01% 879
2023
Q4
$102K Sell
29,726
-1,509
-5% -$5.16K 0.01% 858
2023
Q3
$117K Sell
31,235
-836
-3% -$3.13K 0.01% 783
2023
Q2
$133K Buy
32,071
+824
+3% +$3.43K 0.01% 747
2023
Q1
$153K Sell
31,247
-118
-0.4% -$579 0.01% 809
2022
Q4
$146K Buy
31,365
+2,162
+7% +$10K 0.01% 685
2022
Q3
$124 Sell
29,203
-428
-1% -$2 ﹤0.01% 674
2022
Q2
$137K Sell
29,631
-132
-0.4% -$610 0.02% 601
2022
Q1
$163K Sell
29,763
-244
-0.8% -$1.34K 0.02% 632
2021
Q4
$187K Buy
+30,007
New +$187K 0.02% 626
2019
Q1
Sell
-622
Closed -$3K 1210
2018
Q4
$3K Buy
+622
New +$3K ﹤0.01% 1498
2018
Q1
$0 Hold
69
﹤0.01% 1839
2017
Q4
$0 Buy
+69
New ﹤0.01% 1767