Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
81,794
+59,255
+263% +$273K 0.01% 919
2025
Q1
$124K Sell
22,539
-7,389
-25% -$40.8K ﹤0.01% 1103
2024
Q4
$208K Sell
29,928
-49,341
-62% -$343K ﹤0.01% 1051
2024
Q3
$948K Sell
79,269
-7,042
-8% -$84.2K 0.02% 587
2024
Q2
$865K Buy
86,311
+7,042
+9% +$70.6K 0.02% 607
2024
Q1
$948K Buy
79,269
+10,160
+15% +$122K 0.02% 587
2023
Q4
$858K Buy
69,109
+13,800
+25% +$171K 0.03% 581
2023
Q3
$607K Buy
55,309
+20,311
+58% +$223K 0.02% 616
2023
Q2
$430K Sell
34,998
-898
-3% -$11K 0.02% 700
2023
Q1
$433K Buy
35,896
+3,038
+9% +$36.6K 0.02% 690
2022
Q4
$281K Sell
32,858
-11,718
-26% -$100K 0.02% 737
2022
Q3
$282K Buy
44,576
+4,461
+11% +$28.2K 0.02% 654
2022
Q2
$321K Buy
40,115
+19,576
+95% +$157K 0.02% 604
2022
Q1
$185K Buy
20,539
+4,091
+25% +$36.8K 0.01% 711
2021
Q4
$173K Sell
16,448
-1,165
-7% -$12.3K 0.01% 628
2021
Q3
$138K Buy
17,613
+5,013
+40% +$39.3K 0.01% 592
2021
Q2
$118K Buy
+12,600
New +$118K 0.01% 553