Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
13,864
+846
+6% +$6.92K ﹤0.01% 822
2025
Q1
$76.3K Sell
13,018
-1,359
-9% -$7.96K ﹤0.01% 816
2024
Q4
$133K Buy
14,377
+2,157
+18% +$20K ﹤0.01% 811
2024
Q3
$221K Sell
12,220
-470
-4% -$8.49K ﹤0.01% 755
2024
Q2
$151K Buy
12,690
+1,950
+18% +$23.1K ﹤0.01% 780
2024
Q1
$142K Buy
+10,740
New +$142K ﹤0.01% 781
2023
Q4
Sell
-15,040
Closed -$189K 827
2023
Q3
$189K Sell
15,040
-6,896
-31% -$86.6K ﹤0.01% 716
2023
Q2
$392K Buy
+21,936
New +$392K ﹤0.01% 589
2021
Q4
Sell
-37,414
Closed -$1.65M 901
2021
Q3
$1.65M Buy
37,414
+6,307
+20% +$277K 0.01% 426
2021
Q2
$1.74M Buy
31,107
+7,410
+31% +$413K 0.01% 410
2021
Q1
$1.43M Buy
+23,697
New +$1.43M 0.01% 408