Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
40,933
-19,996
-33% -$51.4K ﹤0.01% 3654
2025
Q1
$153K Sell
60,929
-13,936
-19% -$35K ﹤0.01% 3578
2024
Q4
$196K Buy
74,865
+10,923
+17% +$28.6K ﹤0.01% 3594
2024
Q3
$244K Buy
63,942
+46,355
+264% +$177K ﹤0.01% 3449
2024
Q2
$54.2K Sell
17,587
-48,476
-73% -$149K ﹤0.01% 3803
2024
Q1
$375K Sell
66,063
-164,349
-71% -$934K ﹤0.01% 2999
2023
Q4
$968K Buy
230,412
+214,598
+1,357% +$901K ﹤0.01% 2176
2023
Q3
$20.9K Buy
15,814
+14,179
+867% +$18.7K ﹤0.01% 3688
2023
Q2
$2.49K Buy
1,635
+581
+55% +$883 ﹤0.01% 4523
2023
Q1
$1.85K Sell
1,054
-630
-37% -$1.1K ﹤0.01% 4379
2022
Q4
$3.54K Sell
1,684
-17,268
-91% -$36.3K ﹤0.01% 4356
2022
Q3
$59K Sell
18,952
-4,543
-19% -$14.1K ﹤0.01% 3606
2022
Q2
$78K Sell
23,495
-8,563
-27% -$28.4K ﹤0.01% 3662
2022
Q1
$271K Sell
32,058
-5,455
-15% -$46.1K ﹤0.01% 3226
2021
Q4
$308K Buy
37,513
+35,901
+2,227% +$295K ﹤0.01% 3349
2021
Q3
$19K Buy
+1,612
New +$19K ﹤0.01% 4494