Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
3,392
-28
-0.8% -$1.19K ﹤0.01% 1062
2025
Q1
$111K Buy
3,420
+436
+15% +$14.2K ﹤0.01% 1154
2024
Q4
$99.9K Hold
2,984
﹤0.01% 1227
2024
Q3
$87.4K Hold
2,984
﹤0.01% 1285
2024
Q2
$81.3K Sell
2,984
-256
-8% -$6.97K ﹤0.01% 1273
2024
Q1
$51.5K Sell
3,240
-118
-4% -$1.88K ﹤0.01% 1540
2023
Q4
$79.4K Buy
3,358
+922
+38% +$21.8K ﹤0.01% 1233
2023
Q3
$44.5K Sell
2,436
-120
-5% -$2.19K ﹤0.01% 1447
2023
Q2
$101K Buy
2,556
+66
+3% +$2.61K ﹤0.01% 1051
2023
Q1
$93.1K Sell
2,490
-517
-17% -$19.3K ﹤0.01% 1076
2022
Q4
$112K Sell
3,007
-288
-9% -$10.7K ﹤0.01% 953
2022
Q3
$101K Buy
3,295
+155
+5% +$4.75K ﹤0.01% 942
2022
Q2
$109K Buy
3,140
+1,500
+91% +$52.1K ﹤0.01% 937
2022
Q1
$67K Buy
1,640
+1,129
+221% +$46.1K ﹤0.01% 1219
2021
Q4
$30K Buy
511
+6
+1% +$352 ﹤0.01% 1584
2021
Q3
$34K Buy
505
+215
+74% +$14.5K ﹤0.01% 1497
2021
Q2
$23K Sell
290
-11
-4% -$872 ﹤0.01% 1649
2021
Q1
$25K Buy
301
+2
+0.7% +$166 ﹤0.01% 1470
2020
Q4
$27K Buy
299
+212
+244% +$19.1K ﹤0.01% 1331
2020
Q3
$5K Sell
87
-93
-52% -$5.35K ﹤0.01% 1864
2020
Q2
$8K Buy
180
+22
+14% +$978 ﹤0.01% 1627
2020
Q1
$6K Buy
+158
New +$6K ﹤0.01% 1611