Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
388,875
-17,846
-4% -$15.7K ﹤0.01% 4472
2025
Q1
$565K Sell
406,721
-624,103
-61% -$868K ﹤0.01% 3859
2024
Q4
$1.9M Buy
1,030,824
+821,163
+392% +$1.51M ﹤0.01% 2664
2024
Q3
$342K Buy
209,661
+137,854
+192% +$225K ﹤0.01% 4165
2024
Q2
$130K Sell
71,807
-42,904
-37% -$77.7K ﹤0.01% 4844
2024
Q1
$142K Buy
114,711
+6,531
+6% +$8.1K ﹤0.01% 4937
2023
Q4
$87.1K Buy
108,180
+16,583
+18% +$13.4K ﹤0.01% 4921
2023
Q3
$110K Buy
91,597
+76,643
+513% +$92K ﹤0.01% 4804
2023
Q2
$19.9K Sell
14,954
-201,864
-93% -$268K ﹤0.01% 5253
2023
Q1
$314K Buy
216,818
+211,188
+3,751% +$306K ﹤0.01% 4267
2022
Q4
$8.39K Sell
5,630
-5,856
-51% -$8.73K ﹤0.01% 5708
2022
Q3
$21K Sell
11,486
-1,413,224
-99% -$2.58M ﹤0.01% 5525
2022
Q2
$1.82M Buy
1,424,710
+617,216
+76% +$790K ﹤0.01% 2828
2022
Q1
$2.99M Buy
807,494
+278,515
+53% +$1.03M ﹤0.01% 2564
2021
Q4
$2.23M Buy
528,979
+297,532
+129% +$1.26M ﹤0.01% 2938
2021
Q3
$1.59M Sell
231,447
-30,162
-12% -$207K ﹤0.01% 3263
2021
Q2
$2.9M Buy
261,609
+225,231
+619% +$2.5M ﹤0.01% 2788
2021
Q1
$405K Buy
+36,378
New +$405K ﹤0.01% 4752