Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
7,643
+225
+3% +$6.29K ﹤0.01% 886
2025
Q1
$204K Sell
7,418
-19,989
-73% -$549K ﹤0.01% 870
2024
Q4
$920K Sell
27,407
-4,697
-15% -$158K 0.02% 359
2024
Q3
$1.01M Sell
32,104
-6,127
-16% -$194K 0.02% 331
2024
Q2
$1.2M Sell
38,231
-1,423
-4% -$44.8K 0.02% 261
2024
Q1
$1.48M Sell
39,654
-10
-0% -$374 0.03% 224
2023
Q4
$1.33M Buy
39,664
+18
+0% +$605 0.03% 222
2023
Q3
$1.26M Sell
39,646
-6,921
-15% -$220K 0.03% 215
2023
Q2
$1.4M Sell
46,567
-451
-1% -$13.6K 0.04% 189
2023
Q1
$1.17M Sell
47,018
-3,284
-7% -$81.4K 0.03% 212
2022
Q4
$1.33M Buy
50,302
+47
+0.1% +$1.24K 0.04% 178
2022
Q3
$1.71M Buy
50,255
+341
+0.7% +$11.6K 0.06% 109
2022
Q2
$1.54M Hold
49,914
0.05% 126
2022
Q1
$2.05M Hold
49,914
0.06% 108
2021
Q4
$2.74M Hold
49,914
0.08% 83
2021
Q3
$3.55M Buy
49,914
+128
+0.3% +$9.09K 0.12% 61
2021
Q2
$2.98M Hold
49,786
0.12% 70
2021
Q1
$3.32M Buy
+49,786
New +$3.32M 0.15% 53