Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2K Sell
81
-320
-80% -$52K ﹤0.01% 246
2025
Q1
$71.7K Sell
401
-627
-61% -$112K 0.02% 153
2024
Q4
$193K Sell
1,028
-113
-10% -$21.2K 0.05% 124
2024
Q3
$219K Buy
1,141
+3
+0.3% +$576 0.06% 115
2024
Q2
$246K Sell
1,138
-406
-26% -$87.6K 0.07% 117
2024
Q1
$343K Sell
1,544
-288
-16% -$64K 0.11% 105
2023
Q4
$435K Sell
1,832
-777
-30% -$185K 0.16% 95
2023
Q3
$553K Buy
+2,609
New +$553K 0.22% 76
2022
Q4
$978K Sell
4,948
-39
-0.8% -$7.71K 0.39% 58
2022
Q3
$859K Sell
4,987
-43
-0.9% -$7.41K 0.36% 59
2022
Q2
$885K Sell
5,030
-545
-10% -$95.9K 0.36% 66
2022
Q1
$997K Sell
5,575
-276
-5% -$49.4K 0.39% 72
2021
Q4
$1.2M Sell
5,851
-37
-0.6% -$7.58K 0.44% 69
2021
Q3
$1.07M Buy
+5,888
New +$1.07M 0.37% 77
2019
Q3
Sell
-22
Closed -$2K 281
2019
Q2
$2K Sell
22
-256
-92% -$23.3K ﹤0.01% 279
2019
Q1
$27K Sell
278
-142
-34% -$13.8K 0.02% 236
2018
Q4
$34K Buy
+420
New +$34K 0.03% 221