Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
5,060
-115
-2% -$9.93K 0.01% 371
2025
Q1
$269K Buy
5,175
+315
+6% +$16.4K 0.01% 518
2024
Q4
$267K Sell
4,860
-318
-6% -$17.5K 0.01% 546
2024
Q3
$346K Hold
5,178
0.01% 448
2024
Q2
$287K Sell
5,178
-446
-8% -$24.7K 0.01% 494
2024
Q1
$288K Sell
5,624
-459
-8% -$23.5K 0.01% 544
2023
Q4
$277K Sell
6,083
-225
-4% -$10.2K 0.01% 531
2023
Q3
$260K Sell
6,308
-742
-11% -$30.5K 0.01% 532
2023
Q2
$312K Sell
7,050
-323
-4% -$14.3K 0.01% 466
2023
Q1
$291K Sell
7,373
-381
-5% -$15K 0.01% 482
2022
Q4
$232K Hold
7,754
0.02% 563
2022
Q3
$206K Buy
+7,754
New +$206K 0.01% 627
2022
Q2
Sell
-8,015
Closed -$215K 719
2022
Q1
$215K Buy
+8,015
New +$215K 0.01% 732
2019
Q3
Sell
-8,230
Closed -$207K 824
2019
Q2
$207K Buy
8,230
+8,017
+3,764% +$202K 0.01% 748
2019
Q1
$8.33K Buy
+213
New +$8.33K 0.03% 448
2018
Q4
Sell
-8,230
Closed -$243K 786
2018
Q3
$243K Hold
8,230
0.01% 729
2018
Q2
$207K Buy
+8,230
New +$207K 0.01% 783