Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$962K Sell
88,631
-58,633
-40% -$636K 0.01% 641
2025
Q1
$1.48M Sell
147,264
-71,440
-33% -$717K 0.02% 488
2024
Q4
$2.17M Buy
218,704
+119,745
+121% +$1.19M 0.03% 425
2024
Q3
$1.05M Buy
98,959
+94,446
+2,093% +$997K 0.02% 589
2024
Q2
$57K Sell
4,513
-1,805
-29% -$22.8K 0.01% 483
2024
Q1
$84K Sell
6,318
-8,829
-58% -$117K 0.02% 434
2023
Q4
$185K Sell
15,147
-414
-3% -$5.06K 0.04% 332
2023
Q3
$193K Sell
15,561
-2,929
-16% -$36.3K 0.05% 286
2023
Q2
$280K Buy
18,490
+231
+1% +$3.5K 0.07% 231
2023
Q1
$230K Buy
18,259
+4,321
+31% +$54.4K 0.06% 250
2022
Q4
$162K Buy
13,938
+10,613
+319% +$123K 0.04% 286
2022
Q3
$37K Buy
3,325
+512
+18% +$5.7K 0.01% 441
2022
Q2
$31K Buy
2,813
+15
+0.5% +$165 0.01% 474
2022
Q1
$47K Buy
2,798
+2,298
+460% +$38.6K 0.01% 459
2021
Q4
$10K Sell
500
-169
-25% -$3.38K ﹤0.01% 582
2021
Q3
$9K Buy
669
+169
+34% +$2.27K 0.01% 452
2021
Q2
$7K Hold
500
﹤0.01% 377
2021
Q1
$6K Hold
500
﹤0.01% 349
2020
Q4
$4K Hold
500
﹤0.01% 353
2020
Q3
$3K Hold
500
﹤0.01% 347
2020
Q2
$3K Hold
500
﹤0.01% 356
2020
Q1
$2K Hold
500
﹤0.01% 351
2019
Q4
$5K Hold
500
0.01% 254
2019
Q3
$5K Hold
500
0.01% 255
2019
Q2
$5K Buy
+500
New +$5K 0.01% 261