Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
8,745
-1,191
-12% -$21.3K ﹤0.01% 1125
2025
Q1
$206K Buy
9,936
+1,576
+19% +$32.6K ﹤0.01% 944
2024
Q4
$98.8K Buy
8,360
+823
+11% +$9.73K ﹤0.01% 1271
2024
Q3
$91.8K Buy
7,537
+463
+7% +$5.64K ﹤0.01% 1294
2024
Q2
$51.9K Sell
7,074
-835
-11% -$6.12K ﹤0.01% 1492
2024
Q1
$60.7K Sell
7,909
-12,206
-61% -$93.7K ﹤0.01% 1404
2023
Q4
$293K Buy
20,115
+185
+0.9% +$2.7K 0.01% 651
2023
Q3
$366K Buy
19,930
+1,144
+6% +$21K 0.01% 553
2023
Q2
$252K Buy
18,786
+1,833
+11% +$24.6K 0.01% 687
2023
Q1
$188K Sell
16,953
-373
-2% -$4.14K 0.01% 799
2022
Q4
$172K Buy
17,326
+1,215
+8% +$12.1K 0.01% 767
2022
Q3
$193K Buy
16,111
+673
+4% +$8.06K 0.01% 690
2022
Q2
$490K Sell
15,438
-13
-0.1% -$413 0.02% 401
2022
Q1
$439K Buy
15,451
+338
+2% +$9.6K 0.02% 462
2021
Q4
$761K Buy
15,113
+71
+0.5% +$3.58K 0.03% 333
2021
Q3
$535K Buy
15,042
+221
+1% +$7.86K 0.02% 391
2021
Q2
$658K Buy
14,821
+60
+0.4% +$2.66K 0.03% 329
2021
Q1
$539K Buy
14,761
+7,560
+105% +$276K 0.03% 334
2020
Q4
$308K Buy
+7,201
New +$308K 0.02% 451