Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
2,651
+1,099
+71% +$59.7K ﹤0.01% 698
2025
Q1
$94.2K Sell
1,552
-1,505
-49% -$91.4K ﹤0.01% 782
2024
Q4
$185K Sell
3,057
-6
-0.2% -$363 ﹤0.01% 569
2024
Q3
$231K Sell
3,063
-97
-3% -$7.3K ﹤0.01% 544
2024
Q2
$210K Sell
3,160
-1,383
-30% -$91.7K ﹤0.01% 547
2024
Q1
$357K Buy
4,543
+172
+4% +$13.5K 0.01% 458
2023
Q4
$324K Sell
4,371
-192
-4% -$14.2K ﹤0.01% 481
2023
Q3
$314K Sell
4,563
-2,536
-36% -$175K 0.01% 473
2023
Q2
$479K Sell
7,099
-692
-9% -$46.7K 0.01% 418
2023
Q1
$492K Sell
7,791
-717
-8% -$45.3K 0.01% 412
2022
Q4
$698K Sell
8,508
-9,661
-53% -$793K 0.01% 380
2022
Q3
$1.41M Sell
18,169
-1,868
-9% -$145K 0.02% 297
2022
Q2
$1.7M Buy
20,037
+71
+0.4% +$6.01K 0.03% 300
2022
Q1
$1.68M Sell
19,966
-144
-0.7% -$12.1K 0.02% 323
2021
Q4
$1.66M Buy
+20,110
New +$1.66M 0.02% 325