Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
89,049
+6,312
+8% +$37.1K ﹤0.01% 4783
2025
Q1
$1.01M Sell
82,737
-20,470
-20% -$250K ﹤0.01% 4344
2024
Q4
$1.31M Buy
103,207
+12,600
+14% +$160K ﹤0.01% 4046
2024
Q3
$798K Buy
90,607
+55,190
+156% +$486K ﹤0.01% 4410
2024
Q2
$425K Buy
35,417
+5,943
+20% +$71.3K ﹤0.01% 4671
2024
Q1
$537K Buy
29,474
+621
+2% +$11.3K ﹤0.01% 4514
2023
Q4
$907K Buy
28,853
+4,105
+17% +$129K ﹤0.01% 4206
2023
Q3
$375K Buy
24,748
+8,892
+56% +$135K ﹤0.01% 4674
2023
Q2
$245K Sell
15,856
-6,737
-30% -$104K ﹤0.01% 4888
2023
Q1
$211K Buy
22,593
+14,670
+185% +$137K ﹤0.01% 5129
2022
Q4
$145K Sell
7,923
-4,127
-34% -$75.7K ﹤0.01% 5340
2022
Q3
$112K Sell
12,050
-1,334
-10% -$12.4K ﹤0.01% 5472
2022
Q2
$80K Buy
13,384
+1,937
+17% +$11.6K ﹤0.01% 5801
2022
Q1
$69K Sell
11,447
-4,993
-30% -$30.1K ﹤0.01% 6242
2021
Q4
$201K Buy
16,440
+16,289
+10,787% +$199K ﹤0.01% 5686
2021
Q3
$2K Buy
+151
New +$2K ﹤0.01% 6960