Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
32,825
+5,391
+20% +$18.5K ﹤0.01% 1316
2025
Q1
$105K Sell
27,434
-6,980
-20% -$26.6K ﹤0.01% 1524
2024
Q4
$150K Sell
34,414
-1,334
-4% -$5.82K 0.01% 831
2024
Q3
$239K Sell
35,748
-2,133
-6% -$14.2K 0.02% 608
2024
Q2
$158K Buy
37,881
+10,634
+39% +$44.2K 0.01% 763
2024
Q1
$123K Buy
27,247
+5,273
+24% +$23.7K 0.01% 892
2023
Q4
$199K Sell
21,974
-651
-3% -$5.91K 0.02% 600
2023
Q3
$205K Buy
22,625
+623
+3% +$5.63K 0.02% 519
2023
Q2
$213K Buy
22,002
+13,528
+160% +$131K 0.02% 485
2023
Q1
$89.1K Sell
8,474
-3,403
-29% -$35.8K 0.01% 897
2022
Q4
$116K Sell
11,877
-229
-2% -$2.23K 0.01% 701
2022
Q3
$191K Buy
12,106
+4,836
+67% +$76.3K 0.03% 446
2022
Q2
$158K Buy
7,270
+13
+0.2% +$283 0.02% 490
2022
Q1
$152K Buy
7,257
+2,279
+46% +$47.7K 0.02% 535
2021
Q4
$158K Sell
4,978
-1,073
-18% -$34.1K 0.02% 508
2021
Q3
$216K Sell
6,051
-109
-2% -$3.89K 0.03% 367
2021
Q2
$328K Buy
6,160
+2,107
+52% +$112K 0.05% 263
2021
Q1
$158K Buy
4,053
+261
+7% +$10.2K 0.03% 417
2020
Q4
$185K Buy
3,792
+919
+32% +$44.8K 0.03% 327
2020
Q3
$61K Buy
2,873
+446
+18% +$9.47K 0.01% 604
2020
Q2
$19K Sell
2,427
-38,188
-94% -$299K ﹤0.01% 1081
2020
Q1
$113K Buy
40,615
+14,183
+54% +$39.5K 0.02% 542
2019
Q4
$106K Sell
26,432
-4,742
-15% -$19K 0.01% 942
2019
Q3
$48K Hold
31,174
0.01% 1238
2019
Q2
$78K Buy
+31,174
New +$78K 0.01% 989