Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
7,451
-1,501
-17% -$77.3K 0.01% 570
2025
Q1
$479K Buy
8,952
+807
+10% +$43.2K 0.02% 569
2024
Q4
$390K Sell
8,145
-547
-6% -$26.2K 0.01% 635
2024
Q3
$386K Buy
8,692
+1,103
+15% +$49K 0.01% 580
2024
Q2
$323K Sell
7,589
-63
-0.8% -$2.68K 0.01% 592
2024
Q1
$318K Sell
7,652
-178
-2% -$7.4K 0.01% 645
2023
Q4
$290K Buy
7,830
+3,268
+72% +$121K 0.01% 661
2023
Q3
$162K Buy
4,562
+258
+6% +$9.18K 0.01% 774
2023
Q2
$146K Buy
4,304
+9
+0.2% +$305 0.01% 832
2023
Q1
$148K Buy
4,295
+970
+29% +$33.4K 0.01% 824
2022
Q4
$109K Buy
3,325
+500
+18% +$16.4K 0.01% 712
2022
Q3
$85K Sell
2,825
-346
-11% -$10.4K 0.01% 761
2022
Q2
$92K Buy
3,171
+8
+0.3% +$232 ﹤0.01% 1066
2022
Q1
$105K Sell
3,163
-9,955
-76% -$330K ﹤0.01% 1147
2021
Q4
$388K Buy
13,118
+9,975
+317% +$295K 0.01% 793
2021
Q3
$89K Buy
3,143
+859
+38% +$24.3K ﹤0.01% 1236
2021
Q2
$68K Sell
2,284
-9,273
-80% -$276K ﹤0.01% 1352
2021
Q1
$295K Buy
+11,557
New +$295K 0.01% 876