Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
131,800
-112,817
-46% -$99.2K ﹤0.01% 5480
2025
Q1
$340K Sell
244,617
-109,978
-31% -$153K ﹤0.01% 4935
2024
Q4
$652K Buy
354,595
+100,435
+40% +$185K ﹤0.01% 4534
2024
Q3
$414K Buy
254,160
+157,046
+162% +$256K ﹤0.01% 4770
2024
Q2
$176K Sell
97,114
-16,883
-15% -$30.6K ﹤0.01% 5147
2024
Q1
$141K Sell
113,997
-192,407
-63% -$239K ﹤0.01% 5230
2023
Q4
$247K Buy
306,404
+67,128
+28% +$54K ﹤0.01% 5062
2023
Q3
$287K Buy
239,276
+83,410
+54% +$100K ﹤0.01% 4836
2023
Q2
$207K Sell
155,866
-92,222
-37% -$123K ﹤0.01% 4980
2023
Q1
$360K Buy
248,088
+137,048
+123% +$199K ﹤0.01% 4824
2022
Q4
$165K Buy
111,040
+73,455
+195% +$109K ﹤0.01% 5277
2022
Q3
$68K Sell
37,585
-1,348
-3% -$2.44K ﹤0.01% 5691
2022
Q2
$50K Sell
38,933
-23,810
-38% -$30.6K ﹤0.01% 6029
2022
Q1
$232K Buy
62,743
+25,183
+67% +$93.1K ﹤0.01% 5633
2021
Q4
$159K Buy
37,560
+27,800
+285% +$118K ﹤0.01% 5811
2021
Q3
$67K Sell
9,760
-5,663
-37% -$38.9K ﹤0.01% 6028
2021
Q2
$171K Buy
+15,423
New +$171K ﹤0.01% 5427