Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.5K Sell
9,255
-11,417
-55% -$107K ﹤0.01% 3752
2025
Q1
$223K Sell
20,672
-2,021
-9% -$21.8K ﹤0.01% 3381
2024
Q4
$317K Buy
22,693
+1,680
+8% +$23.4K ﹤0.01% 3303
2024
Q3
$333K Buy
21,013
+13,795
+191% +$219K ﹤0.01% 3248
2024
Q2
$132K Buy
7,218
+2,188
+43% +$39.9K ﹤0.01% 3366
2024
Q1
$82.9K Buy
5,030
+1,234
+33% +$20.3K ﹤0.01% 3639
2023
Q4
$67.4K Buy
3,796
+3,665
+2,798% +$65.1K ﹤0.01% 3640
2023
Q3
$1.23K Sell
131
-7,682
-98% -$72.3K ﹤0.01% 4300
2023
Q2
$87.7K Buy
7,813
+7,727
+8,985% +$86.8K ﹤0.01% 3637
2023
Q1
$622 Sell
86
-13,025
-99% -$94.2K ﹤0.01% 4456
2022
Q4
$122K Buy
13,111
+2,186
+20% +$20.4K ﹤0.01% 3260
2022
Q3
$107K Sell
10,925
-587
-5% -$5.75K ﹤0.01% 3361
2022
Q2
$184K Sell
11,512
-10,394
-47% -$166K ﹤0.01% 3236
2022
Q1
$501K Buy
+21,906
New +$501K ﹤0.01% 2844