Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Hold
19,428
0.01% 340
2025
Q1
$861K Sell
19,428
-973
-5% -$43.1K 0.01% 341
2024
Q4
$866K Sell
20,401
-1,548
-7% -$65.7K 0.01% 341
2024
Q3
$891K Sell
21,949
-1,156
-5% -$46.9K 0.01% 343
2024
Q2
$822K Sell
23,105
-28,090
-55% -$1,000K 0.01% 343
2024
Q1
$1.85M Sell
51,195
-8,507
-14% -$308K 0.03% 253
2023
Q4
$2.15M Sell
59,702
-3,097
-5% -$112K 0.03% 238
2023
Q3
$2.08M Sell
62,799
-4,303
-6% -$143K 0.03% 237
2023
Q2
$2.49M Sell
67,102
-1,320
-2% -$49K 0.04% 230
2023
Q1
$2.61M Sell
68,422
-379
-0.6% -$14.5K 0.04% 223
2022
Q4
$2.69M Sell
68,801
-8,870
-11% -$347K 0.04% 226
2022
Q3
$2.88M Sell
77,671
-5,127
-6% -$190K 0.05% 216
2022
Q2
$3.5M Buy
82,798
+787
+1% +$33.3K 0.05% 217
2022
Q1
$3.78M Sell
82,011
-5,694
-6% -$262K 0.05% 223
2021
Q4
$3.43M Buy
+87,705
New +$3.43M 0.04% 236