Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
85,232
+32,800
+63% +$113K ﹤0.01% 1363
2025
Q1
$200K Buy
52,432
+100
+0.2% +$381 ﹤0.01% 1458
2024
Q4
$228K Sell
52,332
-25,729
-33% -$112K ﹤0.01% 1402
2024
Q3
$521K Sell
78,061
-988
-1% -$6.6K 0.01% 1021
2024
Q2
$329K Sell
79,049
-3,304
-4% -$13.7K 0.01% 1156
2024
Q1
$371K Buy
82,353
+2,000
+2% +$9K 0.01% 1097
2023
Q4
$729K Buy
80,353
+16,920
+27% +$153K 0.01% 839
2023
Q3
$573K Buy
63,433
+15,500
+32% +$140K 0.01% 890
2023
Q2
$464K Buy
47,933
+1,000
+2% +$9.69K 0.01% 1002
2023
Q1
$493K Buy
46,933
+250
+0.5% +$2.63K 0.01% 945
2022
Q4
$455K Sell
46,683
-4,255
-8% -$41.5K 0.01% 940
2022
Q3
$804K Sell
50,938
-5,600
-10% -$88.4K 0.02% 723
2022
Q2
$1.23M Buy
56,538
+9,033
+19% +$196K 0.03% 618
2022
Q1
$1M Buy
47,505
+1,855
+4% +$39K 0.02% 743
2021
Q4
$1.45M Sell
45,650
-10,807
-19% -$342K 0.03% 633
2021
Q3
$2.01M Sell
56,457
-6,618
-10% -$236K 0.04% 511
2021
Q2
$3.36M Sell
63,075
-694
-1% -$36.9K 0.06% 364
2021
Q1
$2.49M Buy
63,769
+7,035
+12% +$274K 0.05% 405
2020
Q4
$2.77M Sell
56,734
-22,692
-29% -$1.11M 0.06% 354
2020
Q3
$1.69M Buy
79,426
+14,526
+22% +$308K 0.04% 430
2020
Q2
$501K Buy
64,900
+15,900
+32% +$123K 0.01% 800
2020
Q1
$136K Buy
+49,000
New +$136K ﹤0.01% 1085