Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
858
-167
-16% -$46K 0.01% 1240
2025
Q1
$189K Sell
1,025
-5
-0.5% -$922 0.01% 1324
2024
Q4
$203K Buy
1,030
+51
+5% +$10K 0.01% 675
2024
Q3
$204K Buy
979
+23
+2% +$4.79K 0.01% 680
2024
Q2
$224K Sell
956
-36
-4% -$8.44K 0.02% 591
2024
Q1
$176K Buy
992
+154
+18% +$27.3K 0.01% 697
2023
Q4
$115K Buy
838
+39
+5% +$5.36K 0.01% 912
2023
Q3
$89.8K Buy
799
+159
+25% +$17.9K 0.01% 939
2023
Q2
$75.1K Sell
640
-199
-24% -$23.3K 0.01% 1036
2023
Q1
$87.7K Buy
839
+12
+1% +$1.25K 0.01% 912
2022
Q4
$67.5K Buy
827
+475
+135% +$38.8K 0.01% 994
2022
Q3
$30K Sell
352
-205
-37% -$17.5K ﹤0.01% 1324
2022
Q2
$49K Buy
557
+361
+184% +$31.8K 0.01% 874
2022
Q1
$21K Sell
196
-85
-30% -$9.11K ﹤0.01% 1311
2021
Q4
$41K Buy
281
+85
+43% +$12.4K ﹤0.01% 1004
2021
Q3
$20K Buy
196
+4
+2% +$408 ﹤0.01% 1246
2021
Q2
$20K Buy
192
+162
+540% +$16.9K ﹤0.01% 1209
2021
Q1
$3K Buy
30
+12
+67% +$1.2K ﹤0.01% 1968
2020
Q4
$1K Buy
+18
New +$1K ﹤0.01% 2163