Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Sell
2,581
-341
-12% -$57.6K ﹤0.01% 1002
2025
Q1
$222K Buy
2,922
+211
+8% +$16K ﹤0.01% 1234
2024
Q4
$219K Buy
2,711
+274
+11% +$22.1K ﹤0.01% 1260
2024
Q3
$213K Sell
2,437
-244
-9% -$21.4K ﹤0.01% 1227
2024
Q2
$280K Sell
2,681
-182
-6% -$19K ﹤0.01% 1075
2024
Q1
$351K Sell
2,863
-176
-6% -$21.6K ﹤0.01% 1037
2023
Q4
$539K Sell
3,039
-56
-2% -$9.93K 0.01% 912
2023
Q3
$556K Sell
3,095
-407
-12% -$73.1K 0.01% 846
2023
Q2
$801K Buy
3,502
+173
+5% +$39.6K 0.01% 725
2023
Q1
$648K Sell
3,329
-11
-0.3% -$2.14K 0.01% 819
2022
Q4
$548K Sell
3,340
-103
-3% -$16.9K 0.01% 866
2022
Q3
$511K Sell
3,443
-533
-13% -$79.1K 0.01% 837
2022
Q2
$585K Sell
3,976
-1,935
-33% -$285K 0.01% 795
2022
Q1
$1.56M Sell
5,911
-97
-2% -$25.5K 0.03% 446
2021
Q4
$1.25M Sell
6,008
-1,177
-16% -$244K 0.02% 526
2021
Q3
$837K Sell
7,185
-953
-12% -$111K 0.02% 640
2021
Q2
$634K Buy
8,138
+2,460
+43% +$192K 0.01% 800
2021
Q1
$412K Sell
5,678
-1,194
-17% -$86.6K 0.01% 860
2020
Q4
$256K Buy
+6,872
New +$256K 0.01% 992