Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
9,293
-266
-3% -$12.4K ﹤0.01% 1005
2025
Q1
$361K Buy
9,559
+15
+0.2% +$567 ﹤0.01% 1034
2024
Q4
$441K Buy
9,544
+482
+5% +$22.3K ﹤0.01% 989
2024
Q3
$479K Buy
9,062
+16
+0.2% +$847 ﹤0.01% 949
2024
Q2
$496K Sell
9,046
-559
-6% -$30.7K 0.01% 915
2024
Q1
$619K Sell
9,605
-173
-2% -$11.1K 0.01% 882
2023
Q4
$562K Buy
9,778
+97
+1% +$5.57K 0.01% 893
2023
Q3
$558K Sell
9,681
-182
-2% -$10.5K 0.01% 845
2023
Q2
$590K Sell
9,863
-619
-6% -$37K 0.01% 840
2023
Q1
$507K Buy
10,482
+58
+0.6% +$2.81K 0.01% 910
2022
Q4
$445K Sell
10,424
-41
-0.4% -$1.75K 0.01% 934
2022
Q3
$311K Sell
10,465
-311
-3% -$9.24K 0.01% 984
2022
Q2
$295K Buy
10,776
+592
+6% +$16.2K 0.01% 1014
2022
Q1
$363K Sell
10,184
-124
-1% -$4.42K 0.01% 993
2021
Q4
$453K Sell
10,308
-117
-1% -$5.14K 0.01% 939
2021
Q3
$439K Sell
10,425
-486
-4% -$20.5K 0.01% 941
2021
Q2
$520K Buy
10,911
+3,297
+43% +$157K 0.01% 906
2021
Q1
$351K Sell
7,614
-1,566
-17% -$72.2K 0.01% 916
2020
Q4
$320K Buy
+9,180
New +$320K 0.01% 935