Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Sell
38,979
-15,642
-29% -$335K ﹤0.01% 1228
2025
Q1
$1.07M Sell
54,621
-7,390
-12% -$144K ﹤0.01% 1314
2024
Q4
$1.31M Sell
62,011
-4,532
-7% -$95.9K ﹤0.01% 1336
2024
Q3
$1.27M Buy
66,543
+45,340
+214% +$868K ﹤0.01% 1238
2024
Q2
$391K Buy
21,203
+16,518
+353% +$304K ﹤0.01% 1400
2024
Q1
$104K Buy
4,685
+373
+9% +$8.24K ﹤0.01% 1757
2023
Q4
$96.4K Buy
4,312
+200
+5% +$4.47K ﹤0.01% 1781
2023
Q3
$88.4K Buy
4,112
+154
+4% +$3.31K ﹤0.01% 1776
2023
Q2
$110K Buy
3,958
+2,302
+139% +$63.7K ﹤0.01% 1746
2023
Q1
$53.6K Buy
1,656
+213
+15% +$6.89K ﹤0.01% 1872
2022
Q4
$50.5K Buy
1,443
+1,153
+398% +$40.3K ﹤0.01% 1696
2022
Q3
$10K Buy
+290
New +$10K ﹤0.01% 1774
2022
Q1
Sell
-82,089
Closed -$3.38M 1685
2021
Q4
$3.38M Buy
+82,089
New +$3.38M ﹤0.01% 1099