Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
593
-62
-9% -$19.5K ﹤0.01% 952
2025
Q1
$200K Buy
655
+64
+11% +$19.5K ﹤0.01% 882
2024
Q4
$196K Buy
591
+22
+4% +$7.31K ﹤0.01% 885
2024
Q3
$190K Buy
569
+10
+2% +$3.34K ﹤0.01% 891
2024
Q2
$230K Buy
559
+26
+5% +$10.7K ﹤0.01% 749
2024
Q1
$215K Sell
533
-10
-2% -$4.04K ﹤0.01% 801
2023
Q4
$166K Sell
543
-31
-5% -$9.5K ﹤0.01% 874
2023
Q3
$139K Buy
574
+8
+1% +$1.94K ﹤0.01% 886
2023
Q2
$136K Buy
566
+176
+45% +$42.3K ﹤0.01% 903
2023
Q1
$73.3K Sell
390
-24
-6% -$4.51K ﹤0.01% 1198
2022
Q4
$87.9K Buy
414
+10
+2% +$2.12K ﹤0.01% 1069
2022
Q3
$63K Buy
404
+37
+10% +$5.77K ﹤0.01% 1166
2022
Q2
$55K Buy
367
+103
+39% +$15.4K ﹤0.01% 1234
2022
Q1
$43K Buy
264
+219
+487% +$35.7K ﹤0.01% 1446
2021
Q4
$10K Buy
45
+27
+150% +$6K ﹤0.01% 2126
2021
Q3
$3K Buy
18
+2
+13% +$333 ﹤0.01% 2527
2021
Q2
$3K Buy
16
+6
+60% +$1.13K ﹤0.01% 2457
2021
Q1
$2K Buy
+10
New +$2K ﹤0.01% 2491
2020
Q2
Sell
-12
Closed -$1K 2575
2020
Q1
$1K Buy
+12
New +$1K ﹤0.01% 2127