Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
31,716
-30,590
-49% -$202K ﹤0.01% 3326
2025
Q1
$270K Sell
62,306
-18,233
-23% -$79.1K ﹤0.01% 3259
2024
Q4
$656K Buy
80,539
+9,839
+14% +$80.1K ﹤0.01% 2848
2024
Q3
$451K Buy
70,700
+43,960
+164% +$280K ﹤0.01% 3051
2024
Q2
$281K Sell
26,740
-7,109
-21% -$74.7K ﹤0.01% 3004
2024
Q1
$384K Sell
33,849
-46,790
-58% -$531K ﹤0.01% 2987
2023
Q4
$1.19M Buy
80,639
+74,721
+1,263% +$1.1M ﹤0.01% 2022
2023
Q3
$88.3K Sell
5,918
-36,654
-86% -$547K ﹤0.01% 3290
2023
Q2
$714K Sell
42,572
-31,687
-43% -$532K ﹤0.01% 2483
2023
Q1
$1.45M Buy
74,259
+65,311
+730% +$1.28M ﹤0.01% 1739
2022
Q4
$188K Sell
8,948
-4,432
-33% -$93.3K ﹤0.01% 3071
2022
Q3
$287K Sell
13,380
-7,271
-35% -$156K ﹤0.01% 2899
2022
Q2
$581K Buy
20,651
+7,105
+52% +$200K ﹤0.01% 2484
2022
Q1
$392K Sell
13,546
-5,681
-30% -$164K ﹤0.01% 3002
2021
Q4
$650K Sell
19,227
-27,608
-59% -$933K ﹤0.01% 2889
2021
Q3
$2.34M Buy
46,835
+35,064
+298% +$1.75M ﹤0.01% 1792
2021
Q2
$678K Buy
11,771
+2,356
+25% +$136K ﹤0.01% 2863
2021
Q1
$587K Buy
+9,415
New +$587K ﹤0.01% 2724