Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
8,740
-2,061
-19% -$66.8K ﹤0.01% 2014
2025
Q1
$334K Sell
10,801
-4,446
-29% -$138K ﹤0.01% 1810
2024
Q4
$417K Sell
15,247
-776
-5% -$21.2K ﹤0.01% 1681
2024
Q3
$486K Buy
16,023
+2,065
+15% +$62.6K ﹤0.01% 1634
2024
Q2
$430K Sell
13,958
-149
-1% -$4.59K ﹤0.01% 1644
2024
Q1
$447K Buy
14,107
+255
+2% +$8.09K ﹤0.01% 1588
2023
Q4
$471K Buy
13,852
+466
+3% +$15.8K ﹤0.01% 1516
2023
Q3
$427K Buy
13,386
+127
+1% +$4.05K ﹤0.01% 1440
2023
Q2
$406K Buy
13,259
+376
+3% +$11.5K ﹤0.01% 1465
2023
Q1
$361K Sell
12,883
-736
-5% -$20.6K ﹤0.01% 1473
2022
Q4
$389K Buy
13,619
+580
+4% +$16.6K 0.02% 660
2022
Q3
$276K Sell
13,039
-116,534
-90% -$2.47M ﹤0.01% 1513
2022
Q2
$3.09M Buy
129,573
+118,228
+1,042% +$2.81M 0.03% 581
2022
Q1
$332K Sell
11,345
-189
-2% -$5.53K ﹤0.01% 1620
2021
Q4
$319K Sell
11,534
-12,445
-52% -$344K ﹤0.01% 1685
2021
Q3
$641K Buy
23,979
+13,274
+124% +$355K ﹤0.01% 1390
2021
Q2
$261K Sell
10,705
-282
-3% -$6.88K ﹤0.01% 1700
2021
Q1
$272K Buy
+10,987
New +$272K ﹤0.01% 1587
2020
Q3
Sell
-532
Closed -$10K 2045
2020
Q2
$10K Buy
+532
New +$10K ﹤0.01% 2923