Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Sell
7,057
-14,152
-67% -$88.2K ﹤0.01% 3413
2025
Q1
$148K Sell
21,209
-9,928
-32% -$69.5K ﹤0.01% 3050
2024
Q4
$374K Buy
31,137
+15,792
+103% +$190K ﹤0.01% 2739
2024
Q3
$107K Sell
15,345
-5,382
-26% -$37.7K ﹤0.01% 3153
2024
Q2
$460K Sell
20,727
-3,278
-14% -$72.8K ﹤0.01% 2343
2024
Q1
$1.05M Sell
24,005
-4,761
-17% -$209K ﹤0.01% 1963
2023
Q4
$2.23M Sell
28,766
-1,520
-5% -$118K ﹤0.01% 1607
2023
Q3
$2.57M Buy
30,286
+1,111
+4% +$94.2K ﹤0.01% 1250
2023
Q2
$3.34M Sell
29,175
-3,607
-11% -$413K ﹤0.01% 1398
2023
Q1
$3.72M Sell
32,782
-1,596
-5% -$181K ﹤0.01% 1360
2022
Q4
$6.15M Buy
34,378
+720
+2% +$129K ﹤0.01% 1137
2022
Q3
$8.98M Buy
33,658
+891
+3% +$238K 0.01% 995
2022
Q2
$4.69M Sell
32,767
-5,336
-14% -$764K ﹤0.01% 1313
2022
Q1
$8.39M Sell
38,103
-175
-0.5% -$38.5K ﹤0.01% 1164
2021
Q4
$14.5M Buy
38,278
+36,797
+2,485% +$14M 0.01% 964
2021
Q3
$707K Sell
1,481
-503
-25% -$240K ﹤0.01% 2816
2021
Q2
$1.43M Buy
+1,984
New +$1.43M ﹤0.01% 2526