Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
2,522
-91
-3% -$28.6K 0.01% 478
2025
Q1
$796K Sell
2,613
-4,106
-61% -$1.25M 0.01% 465
2024
Q4
$2.36M Sell
6,719
-1,124
-14% -$394K 0.04% 314
2024
Q3
$2.65M Sell
7,843
-746
-9% -$252K 0.05% 289
2024
Q2
$3.54M Buy
+8,589
New +$3.54M 0.06% 258
2023
Q3
Sell
-447
Closed -$107K 1239
2023
Q2
$107K Sell
447
-77
-15% -$18.5K ﹤0.01% 712
2023
Q1
$98.5K Sell
524
-474
-47% -$89.1K ﹤0.01% 753
2022
Q4
$212K Buy
+998
New +$212K ﹤0.01% 839
2022
Q2
Sell
-1,231
Closed -$201K 943
2022
Q1
$201K Buy
1,231
+55
+5% +$8.98K ﹤0.01% 931
2021
Q4
$256K Sell
1,176
-34
-3% -$7.4K ﹤0.01% 873
2021
Q3
$229K Buy
+1,210
New +$229K ﹤0.01% 890