Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
11,001
+812
+8% +$21.1K ﹤0.01% 1159
2025
Q1
$259K Sell
10,189
-6,112
-37% -$155K ﹤0.01% 1155
2024
Q4
$345K Sell
16,301
-79
-0.5% -$1.67K ﹤0.01% 1087
2024
Q3
$316K Buy
16,380
+1,725
+12% +$33.3K ﹤0.01% 1125
2024
Q2
$249K Sell
14,655
-1,800
-11% -$30.6K ﹤0.01% 1167
2024
Q1
$282K Sell
16,455
-4,675
-22% -$80.2K ﹤0.01% 1132
2023
Q4
$400K Sell
21,130
-2,080
-9% -$39.4K 0.01% 957
2023
Q3
$383K Buy
23,210
+2,240
+11% +$36.9K 0.01% 920
2023
Q2
$378K Buy
20,970
+3,970
+23% +$71.5K 0.01% 867
2023
Q1
$308K Sell
17,000
-4,675
-22% -$84.8K 0.01% 863
2022
Q4
$331K Buy
21,675
+3,780
+21% +$57.7K 0.01% 855
2022
Q3
$229K Sell
17,895
-340
-2% -$4.35K 0.01% 970
2022
Q2
$298K Sell
18,235
-2,005
-10% -$32.8K 0.01% 930
2022
Q1
$416K Buy
20,240
+2,655
+15% +$54.6K 0.01% 882
2021
Q4
$445K Buy
17,585
+5,585
+47% +$141K 0.01% 851
2021
Q3
$265K Buy
+12,000
New +$265K 0.01% 983
2018
Q4
Sell
-3,060
Closed -$37K 2252
2018
Q3
$37K Buy
+3,060
New +$37K ﹤0.01% 1599
2018
Q2
Sell
-3,390
Closed -$33K 2336
2018
Q1
$33K Buy
3,390
+335
+11% +$3.26K ﹤0.01% 1798
2017
Q4
$27K Buy
+3,055
New +$27K ﹤0.01% 1804