Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
9,032
-3,829
-30% -$49K ﹤0.01% 2353
2025
Q1
$132K Sell
12,861
-9,498
-42% -$97.8K ﹤0.01% 2248
2024
Q4
$284K Sell
22,359
-19,083
-46% -$243K ﹤0.01% 1824
2024
Q3
$530K Sell
41,442
-558
-1% -$7.14K ﹤0.01% 1490
2024
Q2
$533K Sell
42,000
-23,263
-36% -$295K ﹤0.01% 1435
2024
Q1
$1.48M Sell
65,263
-3,161
-5% -$71.7K ﹤0.01% 954
2023
Q4
$1.7M Buy
68,424
+9,389
+16% +$233K ﹤0.01% 882
2023
Q3
$1.01M Sell
59,035
-1,890
-3% -$32.3K ﹤0.01% 1049
2023
Q2
$1.01M Sell
60,925
-5,396
-8% -$89.4K ﹤0.01% 1059
2023
Q1
$1.16M Sell
66,321
-5,828
-8% -$102K ﹤0.01% 1002
2022
Q4
$917K Buy
72,149
+2,090
+3% +$26.6K ﹤0.01% 1100
2022
Q3
$883K Sell
70,059
-288
-0.4% -$3.63K ﹤0.01% 1111
2022
Q2
$1.28M Buy
70,347
+23,926
+52% +$435K ﹤0.01% 1000
2022
Q1
$1M Buy
46,421
+18,961
+69% +$410K ﹤0.01% 1187
2021
Q4
$1.19M Sell
27,460
-5,501
-17% -$237K ﹤0.01% 1128
2021
Q3
$1.74M Buy
32,961
+32,149
+3,959% +$1.69M ﹤0.01% 931
2021
Q2
$55K Buy
+812
New +$55K ﹤0.01% 2621