Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
48,909
-5,876
-11% -$36.4K ﹤0.01% 3241
2025
Q1
$251K Buy
54,785
+5,395
+11% +$24.8K ﹤0.01% 3450
2024
Q4
$306K Buy
49,390
+10,656
+28% +$66K ﹤0.01% 3214
2024
Q3
$265K Buy
38,734
+3,307
+9% +$22.6K ﹤0.01% 3423
2024
Q2
$189K Buy
35,427
+2,078
+6% +$11.1K ﹤0.01% 3610
2024
Q1
$166K Buy
33,349
+2,425
+8% +$12.1K ﹤0.01% 3844
2023
Q4
$215K Sell
30,924
-9,338
-23% -$64.9K ﹤0.01% 3870
2023
Q3
$236K Buy
40,262
+18,948
+89% +$111K ﹤0.01% 3881
2023
Q2
$176K Buy
21,314
+283
+1% +$2.34K ﹤0.01% 3998
2023
Q1
$130K Buy
21,031
+1,235
+6% +$7.64K ﹤0.01% 4216
2022
Q4
$132K Buy
19,796
+4,317
+28% +$28.8K ﹤0.01% 4213
2022
Q3
$125K Buy
15,479
+1,216
+9% +$9.82K ﹤0.01% 4167
2022
Q2
$131K Buy
14,263
+9,330
+189% +$85.7K ﹤0.01% 4178
2022
Q1
$105K Sell
4,933
-1,453
-23% -$30.9K ﹤0.01% 4563
2021
Q4
$173K Sell
6,386
-21,867
-77% -$592K ﹤0.01% 4082
2021
Q3
$1.05M Buy
28,253
+26,522
+1,532% +$988K ﹤0.01% 2300
2021
Q2
$87K Buy
+1,731
New +$87K ﹤0.01% 4589