Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
18,320
+1,793
+11% +$15.4K 0.01% 935
2025
Q1
$164K Sell
16,527
-7,336
-31% -$72.9K 0.01% 924
2024
Q4
$298K Buy
23,863
+6,149
+35% +$76.7K 0.01% 766
2024
Q3
$304K Buy
17,714
+2,040
+13% +$35K 0.01% 789
2024
Q2
$359K Sell
15,674
-5,212
-25% -$119K 0.01% 622
2024
Q1
$417K Sell
20,886
-3,993
-16% -$79.7K 0.02% 667
2023
Q4
$396K Buy
24,879
+1,935
+8% +$30.8K 0.02% 639
2023
Q3
$533K Buy
22,944
+6,564
+40% +$152K 0.03% 455
2023
Q2
$290K Sell
16,380
-248
-1% -$4.4K 0.02% 742
2023
Q1
$305K Buy
16,628
+2,293
+16% +$42.1K 0.02% 715
2022
Q4
$260K Buy
14,335
+1,524
+12% +$27.6K 0.02% 738
2022
Q3
$163K Buy
+12,811
New +$163K 0.01% 848
2021
Q4
Sell
-6,756
Closed -$119K 1416
2021
Q3
$119K Sell
6,756
-5,708
-46% -$101K ﹤0.01% 1311
2021
Q2
$227K Buy
+12,464
New +$227K 0.01% 1279
2020
Q2
Sell
-1,985
Closed -$31K 957
2020
Q1
$31K Buy
1,985
+254
+15% +$3.97K ﹤0.01% 745
2019
Q4
$54K Buy
+1,731
New +$54K ﹤0.01% 1254