Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.7K Sell
71,409
-80,820
-53% -$103K ﹤0.01% 3729
2025
Q1
$209K Sell
152,229
-89,735
-37% -$123K ﹤0.01% 3415
2024
Q4
$607K Buy
241,964
+107,597
+80% +$270K ﹤0.01% 2897
2024
Q3
$367K Buy
134,367
+85,666
+176% +$234K ﹤0.01% 3180
2024
Q2
$115K Buy
48,701
+32,915
+209% +$77.7K ﹤0.01% 3424
2024
Q1
$32.5K Buy
15,786
+1,558
+11% +$3.21K ﹤0.01% 4115
2023
Q4
$30.3K Buy
14,228
+12,162
+589% +$25.9K ﹤0.01% 4053
2023
Q3
$4.07K Sell
2,066
-34,335
-94% -$67.6K ﹤0.01% 4029
2023
Q2
$100K Buy
36,401
+33,102
+1,003% +$91.4K ﹤0.01% 3580
2023
Q1
$9.93K Sell
3,299
-124,457
-97% -$375K ﹤0.01% 4076
2022
Q4
$551K Buy
127,756
+44,992
+54% +$194K ﹤0.01% 2465
2022
Q3
$646K Buy
82,764
+75,278
+1,006% +$588K ﹤0.01% 2408
2022
Q2
$42K Buy
7,486
+619
+9% +$3.47K ﹤0.01% 3923
2022
Q1
$59K Sell
6,867
-2,714
-28% -$23.3K ﹤0.01% 3955
2021
Q4
$149K Buy
9,581
+7,224
+306% +$112K ﹤0.01% 3767
2021
Q3
$50K Buy
+2,357
New +$50K ﹤0.01% 3985