Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
75,365
+26,983
+56% +$648K ﹤0.01% 1102
2025
Q1
$1.24M Sell
48,382
-1,191
-2% -$30.5K ﹤0.01% 1274
2024
Q4
$1.94M Buy
49,573
+17,177
+53% +$671K ﹤0.01% 1200
2024
Q3
$1.25M Sell
32,396
-3,192
-9% -$123K ﹤0.01% 1243
2024
Q2
$1.49M Sell
35,588
-5,644
-14% -$237K ﹤0.01% 1155
2024
Q1
$1.82M Sell
41,232
-562
-1% -$24.8K ﹤0.01% 1181
2023
Q4
$2.25M Sell
41,794
-18,441
-31% -$994K ﹤0.01% 1163
2023
Q3
$2.97M Buy
60,235
+15,622
+35% +$771K ﹤0.01% 1083
2023
Q2
$2.02M Buy
44,613
+20,887
+88% +$944K ﹤0.01% 1156
2023
Q1
$1.11M Sell
23,726
-15,696
-40% -$735K ﹤0.01% 1249
2022
Q4
$1.37M Buy
39,422
+21,936
+125% +$765K ﹤0.01% 1257
2022
Q3
$811K Buy
17,486
+15,701
+880% +$728K ﹤0.01% 1278
2022
Q2
$121K Hold
1,785
﹤0.01% 1413
2022
Q1
$192K Sell
1,785
-151
-8% -$16.2K ﹤0.01% 1390
2021
Q4
$189K Buy
+1,936
New +$189K ﹤0.01% 1481