Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
8,886
-1,817
-17% -$44.4K 0.01% 975
2025
Q1
$296K Buy
10,703
+4,079
+62% +$113K 0.01% 812
2024
Q4
$214K Sell
6,624
-159
-2% -$5.14K 0.01% 948
2024
Q3
$243K Sell
6,783
-944
-12% -$33.9K 0.01% 857
2024
Q2
$271K Buy
7,727
+345
+5% +$12.1K 0.01% 726
2024
Q1
$223K Sell
7,382
-3,905
-35% -$118K 0.01% 777
2023
Q4
$340K Buy
11,287
+229
+2% +$6.89K 0.01% 613
2023
Q3
$284K Sell
11,058
-356
-3% -$9.15K 0.01% 605
2023
Q2
$351K Buy
11,414
+1,236
+12% +$38K 0.01% 559
2023
Q1
$299K Sell
10,178
-84
-0.8% -$2.47K 0.02% 539
2022
Q4
$276K Buy
+10,262
New +$276K 0.02% 558
2021
Q1
Sell
-2,532
Closed -$62K 722
2020
Q4
$62K Buy
+2,532
New +$62K 0.01% 673
2017
Q2
Sell
-601
Closed -$11K 604
2017
Q1
$11K Buy
601
+193
+47% +$3.53K ﹤0.01% 519
2016
Q4
$7K Buy
+408
New +$7K ﹤0.01% 607