Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
39,377
-125,758
-76% -$884K ﹤0.01% 3203
2025
Q1
$1.28M Buy
165,135
+88,065
+114% +$683K ﹤0.01% 2396
2024
Q4
$634K Buy
77,070
+8,084
+12% +$66.5K ﹤0.01% 2874
2024
Q3
$513K Buy
68,986
+48,177
+232% +$358K ﹤0.01% 2969
2024
Q2
$180K Buy
20,809
+6,012
+41% +$51.9K ﹤0.01% 3227
2024
Q1
$162K Buy
14,797
+2,310
+18% +$25.4K ﹤0.01% 3375
2023
Q4
$184K Buy
12,487
+12,325
+7,608% +$182K ﹤0.01% 3212
2023
Q3
$1.54K Sell
162
-27,043
-99% -$257K ﹤0.01% 4261
2023
Q2
$292K Sell
27,205
-22,119
-45% -$237K ﹤0.01% 3039
2023
Q1
$436K Buy
49,324
+48,833
+9,946% +$431K ﹤0.01% 2624
2022
Q4
$5.18K Sell
491
-606
-55% -$6.39K ﹤0.01% 4298
2022
Q3
$13K Sell
1,097
-3,050
-74% -$36.1K ﹤0.01% 4178
2022
Q2
$42K Buy
4,147
+3,559
+605% +$36K ﹤0.01% 3929
2022
Q1
$7K Sell
588
-2,937
-83% -$35K ﹤0.01% 4907
2021
Q4
$69K Buy
+3,525
New +$69K ﹤0.01% 4163