Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.5K Sell
39,919
-31,641
-44% -$55.1K ﹤0.01% 3873
2025
Q1
$172K Sell
71,560
-6,850
-9% -$16.4K ﹤0.01% 3520
2024
Q4
$278K Buy
78,410
+8,406
+12% +$29.8K ﹤0.01% 3374
2024
Q3
$296K Buy
70,004
+21,486
+44% +$90.9K ﹤0.01% 3330
2024
Q2
$182K Buy
48,518
+6,735
+16% +$25.3K ﹤0.01% 3218
2024
Q1
$226K Buy
41,783
+25,577
+158% +$139K ﹤0.01% 3224
2023
Q4
$100K Buy
16,206
+15,225
+1,552% +$93.9K ﹤0.01% 3457
2023
Q3
$5.09K Sell
981
-32,215
-97% -$167K ﹤0.01% 3985
2023
Q2
$167K Buy
33,196
+27,190
+453% +$137K ﹤0.01% 3315
2023
Q1
$22.1K Buy
6,006
+11
+0.2% +$40 ﹤0.01% 3836
2022
Q4
$21.6K Sell
5,995
-194,003
-97% -$698K ﹤0.01% 3869
2022
Q3
$2.04M Buy
+199,998
New +$2.04M ﹤0.01% 1582