Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
12,183
+32
+0.3% +$448 ﹤0.01% 1188
2025
Q1
$176K Sell
12,151
-716
-6% -$10.3K ﹤0.01% 1152
2024
Q4
$174K Sell
12,867
-5,321
-29% -$72K ﹤0.01% 1177
2024
Q3
$296K Sell
18,188
-165
-0.9% -$2.69K ﹤0.01% 1030
2024
Q2
$225K Sell
18,353
-959
-5% -$11.7K ﹤0.01% 1114
2024
Q1
$230K Buy
19,312
+2,617
+16% +$31.2K ﹤0.01% 1106
2023
Q4
$205K Sell
16,695
-871
-5% -$10.7K ﹤0.01% 1077
2023
Q3
$203K Buy
17,566
+124
+0.7% +$1.44K ﹤0.01% 1035
2023
Q2
$236K Sell
17,442
-864
-5% -$11.7K ﹤0.01% 998
2023
Q1
$215K Buy
18,306
+32
+0.2% +$376 ﹤0.01% 1005
2022
Q4
$176K Sell
18,274
-2,483
-12% -$24K ﹤0.01% 1020
2022
Q3
$152K Sell
20,757
-7,755
-27% -$56.8K ﹤0.01% 1058
2022
Q2
$241K Buy
28,512
+309
+1% +$2.61K ﹤0.01% 1003
2022
Q1
$350K Buy
28,203
+2,993
+12% +$37.1K 0.01% 956
2021
Q4
$336K Buy
25,210
+9,450
+60% +$126K 0.01% 1003
2021
Q3
$267K Buy
+15,760
New +$267K ﹤0.01% 1097