Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
18,282
+17,207
+1,601% +$421K 0.01% 527
2025
Q1
$30K Sell
1,075
-68
-6% -$1.9K ﹤0.01% 774
2024
Q4
$37K Sell
1,143
-135
-11% -$4.37K ﹤0.01% 695
2024
Q3
$46K Sell
1,278
-80
-6% -$2.88K ﹤0.01% 671
2024
Q2
$48K Sell
1,358
-131
-9% -$4.63K ﹤0.01% 665
2024
Q1
$45K Sell
1,489
-332
-18% -$10K ﹤0.01% 672
2023
Q4
$55K Buy
1,821
+278
+18% +$8.4K ﹤0.01% 640
2023
Q3
$40K Sell
1,543
-132
-8% -$3.42K ﹤0.01% 654
2023
Q2
$51K Sell
1,675
-111
-6% -$3.38K ﹤0.01% 622
2023
Q1
$52K Sell
1,786
-96
-5% -$2.8K ﹤0.01% 620
2022
Q4
$51K Sell
1,882
-213
-10% -$5.77K ﹤0.01% 609
2022
Q3
$52K Sell
2,095
-157,585
-99% -$3.91M ﹤0.01% 593
2022
Q2
$5.23M Sell
159,680
-88,581
-36% -$2.9M 0.18% 167
2022
Q1
$9.01M Buy
248,261
+17,800
+8% +$646K 0.27% 112
2021
Q4
$8.68M Buy
230,461
+14,470
+7% +$545K 0.25% 115
2021
Q3
$5.91M Buy
215,991
+28,696
+15% +$785K 0.19% 151
2021
Q2
$5.65M Buy
187,295
+17,144
+10% +$518K 0.21% 146
2021
Q1
$5.4M Buy
170,151
+3,738
+2% +$119K 0.22% 134
2020
Q4
$4.09M Sell
166,413
-1,305
-0.8% -$32.1K 0.18% 159
2020
Q3
$3.19M Sell
167,718
-6,380
-4% -$121K 0.16% 173
2020
Q2
$3.04M Buy
174,098
+5,761
+3% +$100K 0.17% 177
2020
Q1
$2.92M Buy
+168,337
New +$2.92M 0.2% 156