Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
323,480
+73,886
+30% +$93.6K ﹤0.01% 3143
2025
Q1
$341K Sell
249,594
-128,170
-34% -$175K ﹤0.01% 3053
2024
Q4
$948K Buy
377,764
+33,834
+10% +$84.9K ﹤0.01% 2666
2024
Q3
$939K Buy
343,930
+296,657
+628% +$810K ﹤0.01% 2653
2024
Q2
$111K Sell
47,273
-17,046
-27% -$40K ﹤0.01% 3323
2024
Q1
$132K Sell
64,319
-69,369
-52% -$142K ﹤0.01% 3537
2023
Q4
$284K Buy
133,688
+90,760
+211% +$193K ﹤0.01% 3352
2023
Q3
$85K Buy
42,928
+5,281
+14% +$10.5K ﹤0.01% 3383
2023
Q2
$103K Sell
37,647
-17,951
-32% -$49.1K ﹤0.01% 3381
2023
Q1
$168K Sell
55,598
-104,163
-65% -$315K ﹤0.01% 3247
2022
Q4
$688K Buy
159,761
+102,673
+180% +$442K ﹤0.01% 2385
2022
Q3
$445K Buy
57,088
+51,094
+852% +$398K ﹤0.01% 2659
2022
Q2
$33K Sell
5,994
-7,628
-56% -$42K ﹤0.01% 3896
2022
Q1
$117K Buy
+13,622
New +$117K ﹤0.01% 3598