Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.7K Buy
17,925
+539
+3% +$2.58K ﹤0.01% 1424
2025
Q1
$151K Sell
17,386
-13,241
-43% -$115K ﹤0.01% 1304
2024
Q4
$372K Buy
30,627
+2,468
+9% +$30K ﹤0.01% 1051
2024
Q3
$473K Buy
28,159
+253
+0.9% +$4.25K ﹤0.01% 955
2024
Q2
$436K Sell
27,906
-1,757
-6% -$27.5K ﹤0.01% 948
2024
Q1
$468K Sell
29,663
-285
-1% -$4.5K ﹤0.01% 960
2023
Q4
$602K Buy
29,948
+246
+0.8% +$4.95K 0.01% 863
2023
Q3
$551K Sell
29,702
-1,935
-6% -$35.9K 0.01% 852
2023
Q2
$688K Sell
31,637
-2,105
-6% -$45.8K 0.01% 784
2023
Q1
$625K Sell
33,742
-93
-0.3% -$1.72K 0.01% 838
2022
Q4
$515K Buy
33,835
+6,270
+23% +$95.5K 0.01% 886
2022
Q3
$385K Buy
27,565
+9,655
+54% +$135K 0.01% 927
2022
Q2
$431K Buy
17,910
+989
+6% +$23.8K 0.01% 913
2022
Q1
$522K Sell
16,921
-179
-1% -$5.52K 0.01% 879
2021
Q4
$777K Sell
17,100
-146
-0.8% -$6.63K 0.01% 720
2021
Q3
$749K Sell
17,246
-780
-4% -$33.9K 0.01% 697
2021
Q2
$830K Buy
18,026
+5,230
+41% +$241K 0.02% 676
2021
Q1
$569K Sell
12,796
-3,396
-21% -$151K 0.01% 716
2020
Q4
$642K Buy
+16,192
New +$642K 0.01% 634