Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65K Sell
18,523
-145
-0.8% -$509 ﹤0.01% 1068
2025
Q1
$72K Sell
18,668
-2,985
-14% -$11.5K ﹤0.01% 1016
2024
Q4
$94.4K Buy
21,653
+3,152
+17% +$13.7K ﹤0.01% 949
2024
Q3
$132K Sell
18,501
-650
-3% -$4.64K ﹤0.01% 843
2024
Q2
$85K Buy
19,151
+1,505
+9% +$6.68K ﹤0.01% 913
2024
Q1
$97.6K Buy
17,646
+4,100
+30% +$22.7K ﹤0.01% 906
2023
Q4
$117K Sell
13,546
-6,416
-32% -$55.6K ﹤0.01% 776
2023
Q3
$182K Buy
19,962
+10,820
+118% +$98.6K ﹤0.01% 659
2023
Q2
$98.1K Buy
9,142
+1,211
+15% +$13K ﹤0.01% 791
2023
Q1
$84.3K Sell
7,931
-42
-0.5% -$446 ﹤0.01% 800
2022
Q4
$84K Sell
7,973
-1,797
-18% -$18.9K ﹤0.01% 794
2022
Q3
$163K Sell
9,770
-2,147
-18% -$35.9K ﹤0.01% 698
2022
Q2
$268K Sell
11,917
-23,972
-67% -$540K ﹤0.01% 644
2022
Q1
$801K Buy
35,889
+2,566
+8% +$57.3K 0.01% 494
2021
Q4
$1.07M Buy
+33,323
New +$1.07M 0.01% 468