Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
6,440
+417
+7% +$26.8K ﹤0.01% 1810
2025
Q1
$419K Sell
6,023
-1,134
-16% -$78.9K ﹤0.01% 1683
2024
Q4
$519K Sell
7,157
-297
-4% -$21.6K ﹤0.01% 1526
2024
Q3
$626K Sell
7,454
-1,115
-13% -$93.6K ﹤0.01% 1333
2024
Q2
$571K Buy
8,569
+3,319
+63% +$221K ﹤0.01% 1335
2024
Q1
$414K Buy
5,250
+307
+6% +$24.2K ﹤0.01% 1454
2023
Q4
$331K Buy
4,943
+3,273
+196% +$219K ﹤0.01% 1501
2023
Q3
$89.3K Buy
1,670
+391
+31% +$20.9K ﹤0.01% 1876
2023
Q2
$73.4K Buy
+1,279
New +$73.4K ﹤0.01% 1963
2023
Q1
Sell
-1,891
Closed -$87.9K 3855
2022
Q4
$87.9K Buy
+1,891
New +$87.9K ﹤0.01% 1490
2022
Q1
Sell
-3,337
Closed -$234K 1420
2021
Q4
$234K Buy
+3,337
New +$234K ﹤0.01% 1451
2017
Q3
Sell
-240
Closed -$9.3K 801
2017
Q2
$9.3K Buy
+240
New +$9.3K ﹤0.01% 992