Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
31,116
+9,888
+47% +$39.4K ﹤0.01% 3585
2025
Q1
$90.6K Buy
21,228
+18,679
+733% +$79.8K ﹤0.01% 3887
2024
Q4
$9.02K Hold
2,549
﹤0.01% 4542
2024
Q3
$9.81K Hold
2,549
﹤0.01% 4491
2024
Q2
$6.96K Sell
2,549
-4
-0.2% -$11 ﹤0.01% 4464
2024
Q1
$10.5K Hold
2,553
﹤0.01% 4429
2023
Q4
$14.3K Hold
2,553
﹤0.01% 4336
2023
Q3
$15.9K Hold
2,553
﹤0.01% 3748
2023
Q2
$17.3K Hold
2,553
﹤0.01% 4301
2023
Q1
$19.5K Sell
2,553
-9
-0.4% -$69 ﹤0.01% 3880
2022
Q4
$20K Sell
2,562
-46,723
-95% -$364K ﹤0.01% 3901
2022
Q3
$314K Sell
49,285
-171
-0.3% -$1.09K ﹤0.01% 2857
2022
Q2
$531K Sell
49,456
-22,871
-32% -$246K ﹤0.01% 2566
2022
Q1
$1.05M Buy
72,327
+39,937
+123% +$580K ﹤0.01% 2294
2021
Q4
$1.08M Buy
32,390
+1,564
+5% +$52K ﹤0.01% 2472
2021
Q3
$1.71M Sell
30,826
-5,432
-15% -$301K ﹤0.01% 2024
2021
Q2
$2.95M Buy
+36,258
New +$2.95M ﹤0.01% 1821