Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.05M Sell
50,986
-35,845
-41% -$3.55M ﹤0.01% 1616
2025
Q1
$7.1M Sell
86,831
-37,242
-30% -$3.04M ﹤0.01% 1211
2024
Q4
$12.9M Buy
124,073
+49,120
+66% +$5.1M ﹤0.01% 968
2024
Q3
$6.64M Buy
74,953
+45,297
+153% +$4.01M ﹤0.01% 1306
2024
Q2
$2.17M Sell
29,656
-6,320
-18% -$463K ﹤0.01% 1640
2024
Q1
$2.38M Sell
35,976
-2,706
-7% -$179K ﹤0.01% 1828
2023
Q4
$2.88M Buy
38,682
+22,888
+145% +$1.7M ﹤0.01% 1910
2023
Q3
$874K Sell
15,794
-19,096
-55% -$1.06M ﹤0.01% 2184
2023
Q2
$2.37M Sell
34,890
-8,997
-21% -$611K ﹤0.01% 1636
2023
Q1
$3.33M Sell
43,887
-38,596
-47% -$2.93M ﹤0.01% 1315
2022
Q4
$4.61M Sell
82,483
-34,807
-30% -$1.95M ﹤0.01% 1159
2022
Q3
$5.23M Sell
117,290
-10,304
-8% -$460K 0.01% 1064
2022
Q2
$4.22M Buy
127,594
+127,310
+44,827% +$4.21M ﹤0.01% 1193
2022
Q1
$17K Buy
+284
New +$17K ﹤0.01% 4368