Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
15,885
+2,091
+15% +$28.7K ﹤0.01% 874
2025
Q1
$172K Sell
13,794
-988
-7% -$12.3K ﹤0.01% 963
2024
Q4
$197K Sell
14,782
-9,939
-40% -$132K ﹤0.01% 883
2024
Q3
$277K Buy
24,721
+2,413
+11% +$27.1K 0.01% 718
2024
Q2
$299K Sell
22,308
-1,554
-7% -$20.9K 0.01% 667
2024
Q1
$261K Sell
23,862
-1,783
-7% -$19.5K 0.01% 729
2023
Q4
$602K Buy
25,645
+1,420
+6% +$33.3K 0.01% 416
2023
Q3
$588K Buy
24,225
+3,068
+15% +$74.5K 0.02% 390
2023
Q2
$352K Buy
21,157
+8,398
+66% +$140K 0.01% 567
2023
Q1
$197K Sell
12,759
-940
-7% -$14.6K 0.01% 734
2022
Q4
$252K Buy
13,699
+1,519
+12% +$28K 0.01% 627
2022
Q3
$401K Buy
12,180
+6,337
+108% +$209K 0.01% 453
2022
Q2
$150K Buy
5,843
+3,793
+185% +$97.4K 0.01% 801
2022
Q1
$103K Buy
2,050
+659
+47% +$33.1K ﹤0.01% 1018
2021
Q4
$144K Buy
+1,391
New +$144K ﹤0.01% 857