Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
1,470
-237
-14% -$54.8K ﹤0.01% 506
2025
Q1
$373K Sell
1,707
-36
-2% -$7.87K 0.01% 449
2024
Q4
$357K Buy
1,743
+425
+32% +$87.1K 0.01% 491
2024
Q3
$220K Sell
1,318
-539
-29% -$89.8K ﹤0.01% 531
2024
Q2
$266K Sell
1,857
-72
-4% -$10.3K 0.01% 517
2024
Q1
$384K Buy
1,929
+563
+41% +$112K 0.01% 525
2023
Q4
$282K Hold
1,366
﹤0.01% 561
2023
Q3
$354K Buy
1,366
+384
+39% +$99.6K 0.01% 525
2023
Q2
$315K Buy
982
+115
+13% +$36.9K 0.01% 520
2023
Q1
$264K Buy
867
+294
+51% +$89.4K 0.01% 458
2022
Q4
$178K Sell
573
-2,811
-83% -$872K ﹤0.01% 484
2022
Q3
$1.12M Sell
3,384
-1,063
-24% -$351K 0.03% 241
2022
Q2
$1.25M Buy
4,447
+4,077
+1,102% +$1.14M 0.04% 201
2022
Q1
$128K Buy
370
+313
+549% +$108K ﹤0.01% 374
2021
Q4
$24K Sell
57
-991
-95% -$417K ﹤0.01% 411
2021
Q3
$520K Buy
1,048
+1,001
+2,130% +$497K 0.01% 303
2021
Q2
$19K Sell
47
-242
-84% -$97.8K ﹤0.01% 425
2021
Q1
$107K Sell
289
-218
-43% -$80.7K ﹤0.01% 387
2020
Q4
$229K Buy
507
+479
+1,711% +$216K 0.01% 312
2020
Q3
$9K Sell
28
-416
-94% -$134K ﹤0.01% 386
2020
Q2
$138K Buy
+444
New +$138K 0.01% 330