Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
44,229
+12,383
+39% +$42.5K ﹤0.01% 1531
2025
Q1
$121K Sell
31,846
-7,042
-18% -$26.8K ﹤0.01% 1589
2024
Q4
$170K Buy
38,888
+6,395
+20% +$27.9K ﹤0.01% 1613
2024
Q3
$217K Sell
32,493
-10,068
-24% -$67.3K ﹤0.01% 1739
2024
Q2
$177K Sell
42,561
-1,369
-3% -$5.7K ﹤0.01% 1777
2024
Q1
$198K Sell
43,930
-7,208
-14% -$32.4K ﹤0.01% 1797
2023
Q4
$464K Buy
51,138
+18,091
+55% +$164K ﹤0.01% 1481
2023
Q3
$299K Sell
33,047
-18,467
-36% -$167K ﹤0.01% 1626
2023
Q2
$499K Buy
51,514
+17,147
+50% +$166K ﹤0.01% 1475
2023
Q1
$361K Buy
34,367
+15,084
+78% +$159K ﹤0.01% 1621
2022
Q4
$188K Sell
19,283
-2,441
-11% -$23.8K ﹤0.01% 1818
2022
Q3
$343K Buy
21,724
+4,158
+24% +$65.7K ﹤0.01% 1618
2022
Q2
$382K Sell
17,566
-2,116
-11% -$46K ﹤0.01% 1687
2022
Q1
$414K Sell
19,682
-3,803
-16% -$80K ﹤0.01% 1743
2021
Q4
$744K Sell
23,485
-2,368
-9% -$75K ﹤0.01% 1494
2021
Q3
$921K Sell
25,853
-3,681
-12% -$131K 0.01% 1454
2021
Q2
$1.57M Sell
29,534
-30,592
-51% -$1.63M 0.01% 1239
2021
Q1
$2.34M Buy
60,126
+24,447
+69% +$953K 0.02% 945
2020
Q4
$1.74M Buy
35,679
+13,212
+59% +$644K 0.01% 1034
2020
Q3
$477K Buy
+22,467
New +$477K ﹤0.01% 1462