Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2,582
-193
-7% -$18K 0.01% 501
2025
Q1
$202K Sell
2,775
-348
-11% -$25.4K 0.01% 515
2024
Q4
$188K Sell
3,123
-38
-1% -$2.29K ﹤0.01% 503
2024
Q3
$238K Buy
3,161
+635
+25% +$47.7K 0.01% 456
2024
Q2
$184K Buy
2,526
+765
+43% +$55.6K 0.01% 469
2024
Q1
$136K Buy
1,761
+18
+1% +$1.39K ﹤0.01% 524
2023
Q4
$107K Sell
1,743
-75
-4% -$4.62K ﹤0.01% 555
2023
Q3
$83.6K Sell
1,818
-396
-18% -$18.2K ﹤0.01% 572
2023
Q2
$95.6K Sell
2,214
-42,255
-95% -$1.82M ﹤0.01% 572
2023
Q1
$1.41M Buy
44,469
+8
+0% +$254 0.05% 245
2022
Q4
$1.1M Sell
44,461
-888
-2% -$21.9K 0.04% 266
2022
Q3
$1.2M Buy
45,349
+4,108
+10% +$109K 0.05% 255
2022
Q2
$843K Buy
41,241
+40,635
+6,705% +$831K 0.03% 287
2022
Q1
$22K Hold
606
﹤0.01% 799
2021
Q4
$25K Buy
606
+418
+222% +$17.2K ﹤0.01% 776
2021
Q3
$8K Buy
+188
New +$8K ﹤0.01% 961