Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
10,051
-1,078
-10% -$24.8K ﹤0.01% 1264
2025
Q1
$251K Sell
11,129
-1,212
-10% -$27.3K ﹤0.01% 1164
2024
Q4
$281K Buy
12,341
+527
+4% +$12K ﹤0.01% 1144
2024
Q3
$279K Buy
11,814
+9,156
+344% +$217K ﹤0.01% 1115
2024
Q2
$75.2K Sell
2,658
-3,676
-58% -$104K ﹤0.01% 1261
2024
Q1
$246K Buy
6,334
+3,693
+140% +$143K ﹤0.01% 1123
2023
Q4
$144K Sell
2,641
-29
-1% -$1.59K ﹤0.01% 1189
2023
Q3
$121K Buy
2,670
+200
+8% +$9.04K ﹤0.01% 1154
2023
Q2
$112K Sell
2,470
-6
-0.2% -$272 ﹤0.01% 1186
2023
Q1
$98.3K Buy
2,476
+3
+0.1% +$119 ﹤0.01% 1158
2022
Q4
$144K Buy
2,473
+1,101
+80% +$64.3K ﹤0.01% 1141
2022
Q3
$78K Buy
1,372
+21
+2% +$1.19K ﹤0.01% 1122
2022
Q2
$83K Buy
1,351
+344
+34% +$21.1K ﹤0.01% 1132
2022
Q1
$67K Buy
+1,007
New +$67K ﹤0.01% 1139
2021
Q3
Sell
-1,353
Closed -$88K 1223
2021
Q2
$88K Sell
1,353
-5,862
-81% -$381K ﹤0.01% 1216
2021
Q1
$439K Sell
7,215
-6
-0.1% -$365 0.01% 835
2020
Q4
$460K Sell
7,221
-208
-3% -$13.3K 0.01% 785
2020
Q3
$398K Buy
7,429
+157
+2% +$8.41K 0.01% 744
2020
Q2
$427K Buy
+7,272
New +$427K 0.01% 670