Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
3,915
-1,109
-22% -$58.3K ﹤0.01% 587
2025
Q1
$230K Buy
5,024
+461
+10% +$21.1K ﹤0.01% 548
2024
Q4
$217K Buy
4,563
+648
+17% +$30.8K ﹤0.01% 547
2024
Q3
$177K Sell
3,915
-3,139
-44% -$142K ﹤0.01% 599
2024
Q2
$274K Buy
7,054
+35
+0.5% +$1.36K ﹤0.01% 500
2024
Q1
$231K Sell
7,019
-141
-2% -$4.65K ﹤0.01% 532
2023
Q4
$218K Sell
7,160
-264
-4% -$8.04K ﹤0.01% 563
2023
Q3
$226K Buy
7,424
+18
+0.2% +$548 ﹤0.01% 545
2023
Q2
$260K Sell
7,406
-525
-7% -$18.4K ﹤0.01% 519
2023
Q1
$280K Sell
7,931
-1,400
-15% -$49.4K ﹤0.01% 501
2022
Q4
$298K Sell
9,331
-560
-6% -$17.9K ﹤0.01% 496
2022
Q3
$287K Sell
9,891
-452
-4% -$13.1K ﹤0.01% 520
2022
Q2
$325K Buy
10,343
+264
+3% +$8.3K 0.01% 530
2022
Q1
$372K Sell
10,079
-110
-1% -$4.06K ﹤0.01% 525
2021
Q4
$379K Buy
+10,189
New +$379K ﹤0.01% 537
2019
Q2
Sell
-7,742
Closed -$257K 368
2019
Q1
$257K Sell
7,742
-81
-1% -$2.69K 0.01% 321
2018
Q4
$237 Hold
7,823
0.01% 301
2018
Q3
$276K Buy
+7,823
New +$276K 0.01% 299