Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.5K Sell
3,119
-539
-15% -$13K ﹤0.01% 1369
2025
Q1
$71.7K Buy
3,658
+762
+26% +$14.9K ﹤0.01% 1384
2024
Q4
$65.1K Sell
2,896
-1,185
-29% -$26.6K ﹤0.01% 1431
2024
Q3
$92.3K Buy
4,081
+2,101
+106% +$47.5K ﹤0.01% 1253
2024
Q2
$32.2K Sell
1,980
-1,110
-36% -$18K ﹤0.01% 1734
2024
Q1
$82.5K Buy
3,090
+860
+39% +$23K ﹤0.01% 1294
2023
Q4
$91.2K Sell
2,230
-580
-21% -$23.7K ﹤0.01% 1154
2023
Q3
$88.2K Sell
2,810
-155
-5% -$4.87K ﹤0.01% 1121
2023
Q2
$129K Sell
2,965
-838
-22% -$36.4K ﹤0.01% 938
2023
Q1
$123K Sell
3,803
-2,690
-41% -$87.3K ﹤0.01% 935
2022
Q4
$186K Buy
6,493
+2,893
+80% +$82.7K 0.01% 735
2022
Q3
$115K Buy
3,600
+302
+9% +$9.65K ﹤0.01% 894
2022
Q2
$121K Buy
3,298
+950
+40% +$34.9K ﹤0.01% 892
2022
Q1
$233K Buy
2,348
+1,189
+103% +$118K 0.01% 665
2021
Q4
$166K Sell
1,159
-184
-14% -$26.4K 0.01% 794
2021
Q3
$170K Buy
1,343
+23
+2% +$2.91K 0.01% 759
2021
Q2
$145K Buy
1,320
+11
+0.8% +$1.21K 0.01% 801
2021
Q1
$131K Buy
1,309
+453
+53% +$45.3K 0.01% 762
2020
Q4
$131K Buy
856
+501
+141% +$76.7K 0.01% 671
2020
Q3
$31K Buy
+355
New +$31K ﹤0.01% 1191