Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
40,890
-9,544
-19% -$36.4K ﹤0.01% 2289
2025
Q1
$104K Sell
50,434
-5,874
-10% -$12.1K ﹤0.01% 2280
2024
Q4
$103K Sell
56,308
-81,886
-59% -$150K ﹤0.01% 2269
2024
Q3
$216K Sell
138,194
-10,424
-7% -$16.3K ﹤0.01% 1972
2024
Q2
$193K Sell
148,618
-9,772
-6% -$12.7K ﹤0.01% 1924
2024
Q1
$255K Sell
158,390
-4,341
-3% -$6.99K ﹤0.01% 1715
2023
Q4
$288K Sell
162,731
-6,128
-4% -$10.8K ﹤0.01% 1559
2023
Q3
$356K Sell
168,859
-1,651
-1% -$3.48K ﹤0.01% 1341
2023
Q2
$278K Sell
170,510
-880
-0.5% -$1.43K ﹤0.01% 1484
2023
Q1
$213K Sell
171,390
-2,411
-1% -$2.99K ﹤0.01% 1518
2022
Q4
$318 Sell
173,801
-463
-0.3% -$1 ﹤0.01% 3246
2022
Q3
$366K Buy
174,264
+3,330
+2% +$6.99K 0.01% 1099
2022
Q2
$684K Sell
170,934
-1,093
-0.6% -$4.37K 0.01% 839
2022
Q1
$767K Buy
172,027
+18,461
+12% +$82.3K 0.01% 722
2021
Q4
$1.11M Sell
153,566
-3,708
-2% -$26.7K 0.02% 680
2021
Q3
$1.69M Buy
157,274
+38,036
+32% +$409K 0.04% 363
2021
Q2
$2.06M Buy
+119,238
New +$2.06M 0.05% 304