Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Sell
4,241
-908
-18% -$90.8K 0.01% 616
2025
Q1
$542K Buy
5,149
+1,621
+46% +$171K 0.01% 498
2024
Q4
$278K Sell
3,528
-110
-3% -$8.67K 0.01% 738
2024
Q3
$270K Sell
3,638
-94
-3% -$6.99K 0.01% 731
2024
Q2
$349K Sell
3,732
-349
-9% -$32.7K 0.01% 611
2024
Q1
$427K Buy
4,081
+220
+6% +$23K 0.01% 559
2023
Q4
$350K Sell
3,861
-1,487
-28% -$135K 0.01% 592
2023
Q3
$436K Buy
5,348
+493
+10% +$40.2K 0.01% 487
2023
Q2
$337K Sell
4,855
-438
-8% -$30.4K 0.01% 581
2023
Q1
$456K Sell
5,293
-224
-4% -$19.3K 0.01% 462
2022
Q4
$377K Buy
5,517
+3,173
+135% +$217K 0.01% 503
2022
Q3
$133K Sell
2,344
-374
-14% -$21.2K ﹤0.01% 824
2022
Q2
$246K Buy
2,718
+764
+39% +$69.1K 0.01% 618
2022
Q1
$295K Buy
1,954
+169
+9% +$25.5K 0.01% 587
2021
Q4
$400K Sell
1,785
-153
-8% -$34.3K 0.01% 468
2021
Q3
$460K Buy
1,938
+56
+3% +$13.3K 0.02% 393
2021
Q2
$460K Sell
1,882
-50
-3% -$12.2K 0.02% 382
2021
Q1
$426K Buy
1,932
+257
+15% +$56.7K 0.02% 352
2020
Q4
$426K Sell
1,675
-370
-18% -$94.1K 0.02% 307
2020
Q3
$437K Sell
2,045
-333
-14% -$71.2K 0.02% 264
2020
Q2
$476K Buy
2,378
+739
+45% +$148K 0.03% 233
2020
Q1
$200K Buy
1,639
+308
+23% +$37.6K 0.02% 415
2019
Q4
$154K Sell
1,331
-301
-18% -$34.8K 0.01% 561
2019
Q3
$161K Buy
1,632
+324
+25% +$32K 0.01% 478
2019
Q2
$162K Sell
1,308
-74
-5% -$9.17K 0.01% 461
2019
Q1
$114K Buy
1,382
+159
+13% +$13.1K 0.01% 578
2018
Q4
$78K Buy
1,223
+223
+22% +$14.2K 0.01% 677
2018
Q3
$70K Hold
1,000
0.01% 766
2018
Q2
$50K Buy
+1,000
New +$50K 0.01% 861