Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
21,843
-2,678
-11% -$35.7K 0.01% 1153
2025
Q1
$379K Buy
24,521
+1,151
+5% +$17.8K 0.01% 932
2024
Q4
$202K Buy
23,370
+786
+3% +$6.78K 0.01% 680
2024
Q3
$218K Sell
22,584
-2,431
-10% -$23.4K 0.02% 650
2024
Q2
$215K Buy
25,015
+2,053
+9% +$17.7K 0.02% 612
2024
Q1
$188K Buy
22,962
+5,941
+35% +$48.7K 0.01% 660
2023
Q4
$135K Buy
17,021
+860
+5% +$6.84K 0.01% 827
2023
Q3
$134K Sell
16,161
-457
-3% -$3.79K 0.01% 715
2023
Q2
$176K Buy
16,618
+328
+2% +$3.48K 0.02% 576
2023
Q1
$156K Buy
16,290
+524
+3% +$5.02K 0.02% 604
2022
Q4
$117K Buy
15,766
+390
+3% +$2.89K 0.01% 697
2022
Q3
$84K Buy
15,376
+13,245
+622% +$72.4K 0.01% 782
2022
Q2
$13K Buy
2,131
+1,211
+132% +$7.39K ﹤0.01% 1500
2022
Q1
$9K Buy
920
+53
+6% +$518 ﹤0.01% 1686
2021
Q4
$7K Buy
867
+424
+96% +$3.42K ﹤0.01% 1760
2021
Q3
$4K Sell
443
-1,394
-76% -$12.6K ﹤0.01% 1930
2021
Q2
$20K Buy
1,837
+1,554
+549% +$16.9K ﹤0.01% 1199
2021
Q1
$3K Buy
283
+117
+70% +$1.24K ﹤0.01% 1940
2020
Q4
$2K Hold
166
﹤0.01% 1929
2020
Q3
$2K Hold
166
﹤0.01% 1799
2020
Q2
$3K Buy
+166
New +$3K ﹤0.01% 1795