Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
9,124
-1,400
-13% -$28.9K ﹤0.01% 945
2025
Q1
$206K Sell
10,524
-10,266
-49% -$201K ﹤0.01% 867
2024
Q4
$434K Buy
20,790
+12,890
+163% +$269K 0.01% 570
2024
Q3
$193K Buy
7,900
+1,920
+32% +$46.8K ﹤0.01% 884
2024
Q2
$150K Sell
5,980
-4,109
-41% -$103K ﹤0.01% 959
2024
Q1
$302K Sell
10,089
-2,448
-20% -$73.2K 0.01% 679
2023
Q4
$399K Sell
12,537
-4,430
-26% -$141K 0.01% 541
2023
Q3
$598K Buy
16,967
+1,800
+12% +$63.5K 0.02% 382
2023
Q2
$576K Buy
15,167
+1,380
+10% +$52.5K 0.01% 392
2023
Q1
$521K Sell
13,787
-1,040
-7% -$39.3K 0.01% 419
2022
Q4
$628K Buy
14,827
+1,650
+13% +$69.9K 0.02% 340
2022
Q3
$423K Buy
13,177
+4,007
+44% +$129K 0.01% 434
2022
Q2
$298K Sell
9,170
-354
-4% -$11.5K 0.01% 547
2022
Q1
$345K Sell
9,524
-171
-2% -$6.19K 0.01% 528
2021
Q4
$384K Buy
9,695
+731
+8% +$29K 0.01% 480
2021
Q3
$392K Buy
8,964
+907
+11% +$39.7K 0.01% 453
2021
Q2
$329K Sell
8,057
-225
-3% -$9.19K 0.01% 487
2021
Q1
$272K Buy
8,282
+1,029
+14% +$33.8K 0.01% 479
2020
Q4
$295K Sell
7,253
-17
-0.2% -$691 0.01% 411
2020
Q3
$266K Buy
7,270
+3,636
+100% +$133K 0.01% 383
2020
Q2
$123K Buy
3,634
+483
+15% +$16.3K 0.01% 614
2020
Q1
$67K Sell
3,151
-1,339
-30% -$28.5K 0.01% 785
2019
Q4
$100K Buy
4,490
+2,110
+89% +$47K 0.01% 706
2019
Q3
$48K Buy
+2,380
New +$48K ﹤0.01% 939