Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
29,109
-22,199
-43% -$150K ﹤0.01% 3353
2025
Q1
$264K Buy
51,308
+9,173
+22% +$47.2K ﹤0.01% 3279
2024
Q4
$240K Buy
42,135
+8,180
+24% +$46.6K ﹤0.01% 3485
2024
Q3
$235K Buy
33,955
+22,159
+188% +$154K ﹤0.01% 3474
2024
Q2
$70.7K Buy
11,796
+3,883
+49% +$23.3K ﹤0.01% 3666
2024
Q1
$37.7K Buy
7,913
+1,186
+18% +$5.65K ﹤0.01% 4020
2023
Q4
$44.3K Sell
6,727
-2,126
-24% -$14K ﹤0.01% 3841
2023
Q3
$82.2K Sell
8,853
-6,166
-41% -$57.3K ﹤0.01% 3304
2023
Q2
$183K Buy
15,019
+14,361
+2,183% +$175K ﹤0.01% 3268
2023
Q1
$6.71K Sell
658
-2
-0.3% -$20 ﹤0.01% 4194
2022
Q4
$6.12K Buy
660
+17
+3% +$158 ﹤0.01% 4266
2022
Q3
$6K Buy
643
+16
+3% +$149 ﹤0.01% 4397
2022
Q2
$4K Buy
627
+155
+33% +$989 ﹤0.01% 4889
2022
Q1
$6K Buy
472
+188
+66% +$2.39K ﹤0.01% 4929
2021
Q4
$6K Buy
284
+235
+480% +$4.97K ﹤0.01% 4852
2021
Q3
$1K Buy
+49
New +$1K ﹤0.01% 4924