Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Buy
5,373
+658
+14% +$16.8K ﹤0.01% 903
2025
Q1
$119K Buy
4,715
+619
+15% +$15.6K ﹤0.01% 899
2024
Q4
$86.7K Buy
4,096
+1,311
+47% +$27.7K ﹤0.01% 970
2024
Q3
$53.9K Buy
2,785
+1,340
+93% +$25.9K ﹤0.01% 1009
2024
Q2
$24.7K Sell
1,445
-3,955
-73% -$67.5K ﹤0.01% 1182
2024
Q1
$92.1K Sell
5,400
-290
-5% -$4.95K ﹤0.01% 919
2023
Q4
$105K Sell
5,690
-7,860
-58% -$146K ﹤0.01% 796
2023
Q3
$223K Sell
13,550
-1,290
-9% -$21.3K ﹤0.01% 626
2023
Q2
$273K Sell
14,840
-700
-5% -$12.9K ﹤0.01% 623
2023
Q1
$291K Buy
15,540
+470
+3% +$8.81K ﹤0.01% 603
2022
Q4
$237K Sell
15,070
-75
-0.5% -$1.18K ﹤0.01% 628
2022
Q3
$206K Buy
15,145
+825
+6% +$11.2K ﹤0.01% 664
2022
Q2
$235K Sell
14,320
-2,170
-13% -$35.6K ﹤0.01% 659
2022
Q1
$352K Sell
16,490
-4,790
-23% -$102K ﹤0.01% 646
2021
Q4
$589K Buy
+21,280
New +$589K 0.01% 569