Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.8K Sell
58,462
-300
-0.5% -$471 ﹤0.01% 4837
2025
Q1
$155K Buy
58,762
+1,299
+2% +$3.43K ﹤0.01% 4412
2024
Q4
$244K Buy
57,463
+13,584
+31% +$57.6K ﹤0.01% 4192
2024
Q3
$146K Buy
43,879
+1,413
+3% +$4.69K ﹤0.01% 4395
2024
Q2
$131K Buy
42,466
+19,119
+82% +$59.1K ﹤0.01% 4420
2024
Q1
$94.3K Buy
23,347
+3,114
+15% +$12.6K ﹤0.01% 4557
2023
Q4
$113K Buy
20,233
+4,593
+29% +$25.7K ﹤0.01% 4424
2023
Q3
$83.4K Sell
15,640
-25,286
-62% -$135K ﹤0.01% 4553
2023
Q2
$383K Buy
40,926
+16,456
+67% +$154K ﹤0.01% 3922
2023
Q1
$212K Buy
24,470
+18,278
+295% +$158K ﹤0.01% 4126
2022
Q4
$43.8K Buy
6,192
+4,718
+320% +$33.4K ﹤0.01% 4614
2022
Q3
$15K Sell
1,474
-761
-34% -$7.74K ﹤0.01% 5190
2022
Q2
$16K Sell
2,235
-233
-9% -$1.67K ﹤0.01% 5259
2022
Q1
$23K Buy
2,468
+1,001
+68% +$9.33K ﹤0.01% 5621
2021
Q4
$13K Buy
+1,467
New +$13K ﹤0.01% 5922