Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
14,188
-59,831
-81% -$2.63M ﹤0.01% 1321
2025
Q1
$2.2M Buy
74,019
+30,645
+71% +$910K ﹤0.01% 1126
2024
Q4
$2.93M Buy
43,374
+14,066
+48% +$951K ﹤0.01% 1091
2024
Q3
$1.24M Buy
29,308
+3,762
+15% +$160K ﹤0.01% 1245
2024
Q2
$825K Sell
25,546
-1,200
-4% -$38.7K ﹤0.01% 1244
2024
Q1
$857K Buy
26,746
+2,427
+10% +$77.8K ﹤0.01% 1313
2023
Q4
$509K Buy
24,319
+15,907
+189% +$333K ﹤0.01% 1427
2023
Q3
$184K Buy
8,412
+296
+4% +$6.49K ﹤0.01% 1610
2023
Q2
$212K Sell
8,116
-11,186
-58% -$293K ﹤0.01% 1589
2023
Q1
$415K Buy
19,302
+669
+4% +$14.4K ﹤0.01% 1396
2022
Q4
$574K Buy
18,633
+4,192
+29% +$129K ﹤0.01% 1377
2022
Q3
$462K Buy
14,441
+12,279
+568% +$393K ﹤0.01% 1342
2022
Q2
$116K Sell
2,162
-846
-28% -$45.4K ﹤0.01% 1417
2022
Q1
$188K Sell
3,008
-254
-8% -$15.9K ﹤0.01% 1393
2021
Q4
$261K Hold
3,262
﹤0.01% 1459
2021
Q3
$254K Hold
3,262
﹤0.01% 1396
2021
Q2
$224K Buy
+3,262
New +$224K ﹤0.01% 1359