Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.5K Sell
25,809
-48,853
-65% -$168K ﹤0.01% 489
2025
Q1
$284K Buy
74,662
+86
+0.1% +$328 0.01% 401
2024
Q4
$325K Sell
74,576
-29
-0% -$126 0.01% 376
2024
Q3
$498K Buy
74,605
+750
+1% +$5.01K 0.02% 306
2024
Q2
$307K Sell
73,855
-6,184
-8% -$25.7K 0.01% 354
2024
Q1
$360K Buy
80,039
+935
+1% +$4.21K 0.02% 324
2023
Q4
$717K Buy
79,104
+20,000
+34% +$181K 0.04% 234
2023
Q3
$534K Hold
59,104
0.03% 241
2023
Q2
$573K Sell
59,104
-100
-0.2% -$969 0.03% 224
2023
Q1
$622K Buy
59,204
+3,022
+5% +$31.8K 0.04% 210
2022
Q4
$548K Buy
56,182
+389
+0.7% +$3.79K 0.04% 230
2022
Q3
$880K Hold
55,793
0.07% 179
2022
Q2
$1.21M Sell
55,793
-1,400
-2% -$30.4K 0.09% 153
2022
Q1
$1.2M Sell
57,193
-6,383
-10% -$134K 0.07% 155
2021
Q4
$2.01M Buy
63,576
+35,617
+127% +$1.13M 0.11% 114
2021
Q3
$996K Sell
27,959
-36,461
-57% -$1.3M 0.07% 160
2021
Q2
$3.43M Buy
64,420
+1,690
+3% +$89.9K 0.24% 81
2021
Q1
$2.45M Buy
62,730
+16,233
+35% +$633K 0.19% 91
2020
Q4
$2.27M Buy
46,497
+31,249
+205% +$1.52M 0.21% 92
2020
Q3
$324K Buy
+15,248
New +$324K 0.03% 207