Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
22,692
-24,449
-52% -$709K ﹤0.01% 902
2025
Q1
$1.36M Sell
47,141
-1,465
-3% -$42.1K ﹤0.01% 741
2024
Q4
$2.18M Buy
48,606
+41,343
+569% +$1.85M ﹤0.01% 639
2024
Q3
$321K Sell
7,263
-19,739
-73% -$872K ﹤0.01% 1029
2024
Q2
$1.04M Sell
27,002
-59,636
-69% -$2.3M ﹤0.01% 717
2024
Q1
$4.24M Buy
86,638
+14,123
+19% +$691K 0.01% 445
2023
Q4
$3.5M Buy
72,515
+16,075
+28% +$777K 0.01% 425
2023
Q3
$2.29M Buy
56,440
+31,542
+127% +$1.28M 0.01% 463
2023
Q2
$986K Sell
24,898
-5,550
-18% -$220K ﹤0.01% 685
2023
Q1
$1.24M Buy
30,448
+21,302
+233% +$868K ﹤0.01% 629
2022
Q4
$302K Buy
9,146
+102
+1% +$3.37K ﹤0.01% 951
2022
Q3
$244K Buy
9,044
+353
+4% +$9.52K ﹤0.01% 988
2022
Q2
$250K Sell
8,691
-4,827
-36% -$139K ﹤0.01% 1004
2022
Q1
$701K Sell
13,518
-41,458
-75% -$2.15M ﹤0.01% 793
2021
Q4
$3.7M Buy
54,976
+4,286
+8% +$289K 0.01% 404
2021
Q3
$3.69M Buy
50,690
+40,869
+416% +$2.98M 0.01% 382
2021
Q2
$580K Sell
9,821
-185
-2% -$10.9K ﹤0.01% 889
2021
Q1
$429K Sell
10,006
-55,366
-85% -$2.37M ﹤0.01% 934
2020
Q4
$4.26M Buy
+65,372
New +$4.26M 0.01% 340