Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
5,600
-239
-4% -$27.7K 0.01% 855
2025
Q1
$585K Buy
5,839
+99
+2% +$9.93K 0.01% 885
2024
Q4
$646K Buy
5,740
+247
+4% +$27.8K 0.01% 871
2024
Q3
$643K Buy
5,493
+14
+0.3% +$1.64K 0.01% 856
2024
Q2
$514K Sell
5,479
-495
-8% -$46.4K 0.01% 905
2024
Q1
$553K Sell
5,974
-100
-2% -$9.26K 0.01% 921
2023
Q4
$469K Sell
6,074
-894
-13% -$69.1K 0.01% 953
2023
Q3
$673K Sell
6,968
-444
-6% -$42.9K 0.01% 782
2023
Q2
$709K Buy
7,412
+723
+11% +$69.2K 0.01% 773
2023
Q1
$580K Buy
6,689
+34
+0.5% +$2.95K 0.01% 867
2022
Q4
$478K Sell
6,655
-103
-2% -$7.41K 0.01% 910
2022
Q3
$406K Sell
6,758
-150
-2% -$9.01K 0.01% 915
2022
Q2
$368K Buy
6,908
+337
+5% +$18K 0.01% 958
2022
Q1
$364K Sell
6,571
-91
-1% -$5.04K 0.01% 991
2021
Q4
$438K Sell
6,662
-89
-1% -$5.85K 0.01% 950
2021
Q3
$393K Sell
6,751
-288
-4% -$16.8K 0.01% 981
2021
Q2
$356K Buy
7,039
+2,125
+43% +$107K 0.01% 1030
2021
Q1
$218K Sell
4,914
-976
-17% -$43.3K ﹤0.01% 1018
2020
Q4
$247K Buy
+5,890
New +$247K 0.01% 1004