Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
5,515
-638
-10% -$15.7K ﹤0.01% 2267
2025
Q1
$130K Buy
6,153
+140
+2% +$2.95K ﹤0.01% 2256
2024
Q4
$207K Sell
6,013
-458
-7% -$15.8K ﹤0.01% 2013
2024
Q3
$157K Sell
6,471
-1,137
-15% -$27.6K ﹤0.01% 2159
2024
Q2
$220K Buy
7,608
+2,309
+44% +$66.9K ﹤0.01% 1950
2024
Q1
$143K Sell
5,299
-42
-0.8% -$1.14K ﹤0.01% 2172
2023
Q4
$153K Sell
5,341
-1,360
-20% -$39K ﹤0.01% 2141
2023
Q3
$171K Sell
6,701
-143
-2% -$3.65K ﹤0.01% 1900
2023
Q2
$249K Buy
6,844
+1,438
+27% +$52.4K ﹤0.01% 1749
2023
Q1
$181K Buy
5,406
+715
+15% +$24K ﹤0.01% 1902
2022
Q4
$52.5K Buy
4,691
+2,110
+82% +$23.6K ﹤0.01% 2496
2022
Q3
$33K Sell
2,581
-328
-11% -$4.19K ﹤0.01% 2758
2022
Q2
$53K Buy
2,909
+321
+12% +$5.85K ﹤0.01% 2532
2022
Q1
$59K Buy
2,588
+499
+24% +$11.4K ﹤0.01% 2524
2021
Q4
$65K Buy
2,089
+122
+6% +$3.8K ﹤0.01% 2496
2021
Q3
$91K Buy
1,967
+1,267
+181% +$58.6K ﹤0.01% 2341
2021
Q2
$44K Buy
700
+185
+36% +$11.6K ﹤0.01% 2720
2021
Q1
$34K Buy
515
+105
+26% +$6.93K ﹤0.01% 2754
2020
Q4
$57K Buy
+410
New +$57K ﹤0.01% 2449