Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-48,117
Closed -$49.1K 1533
2025
Q1
$49.1K Buy
48,117
+2,751
+6% +$2.81K ﹤0.01% 1394
2024
Q4
$72.6K Buy
45,366
+3,342
+8% +$5.35K ﹤0.01% 1387
2024
Q3
$84K Buy
42,024
+3,027
+8% +$6.05K ﹤0.01% 1333
2024
Q2
$71.8K Buy
38,997
+4,823
+14% +$8.87K ﹤0.01% 1264
2024
Q1
$104K Buy
34,174
+625
+2% +$1.89K ﹤0.01% 1238
2023
Q4
$150K Buy
33,549
+1,404
+4% +$6.29K ﹤0.01% 1186
2023
Q3
$84.9K Hold
32,145
﹤0.01% 1176
2023
Q2
$129K Buy
32,145
+4,079
+15% +$16.4K ﹤0.01% 1179
2023
Q1
$49.4K Sell
28,066
-1,586
-5% -$2.79K ﹤0.01% 1190
2022
Q4
$34.4K Buy
29,652
+7,883
+36% +$9.14K ﹤0.01% 1197
2022
Q3
$68K Buy
21,769
+595
+3% +$1.86K ﹤0.01% 1131
2022
Q2
$100K Buy
21,174
+5,994
+39% +$28.3K ﹤0.01% 1125
2022
Q1
$131K Buy
15,180
+464
+3% +$4K ﹤0.01% 1126
2021
Q4
$215K Buy
14,716
+1,720
+13% +$25.1K ﹤0.01% 1111
2021
Q3
$267K Buy
12,996
+547
+4% +$11.2K 0.01% 1066
2021
Q2
$221K Buy
+12,449
New +$221K ﹤0.01% 1151