Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.2K Sell
21,093
-9,432
-31% -$38.1K ﹤0.01% 2402
2025
Q1
$161K Sell
30,525
-1,253
-4% -$6.6K ﹤0.01% 2233
2024
Q4
$205K Sell
31,778
-25,173
-44% -$163K ﹤0.01% 2287
2024
Q3
$293K Sell
56,951
-32,576
-36% -$167K ﹤0.01% 1995
2024
Q2
$336K Buy
89,527
+2,180
+2% +$8.19K ﹤0.01% 1860
2024
Q1
$357K Sell
87,347
-111,470
-56% -$456K ﹤0.01% 1918
2023
Q4
$785K Sell
198,817
-5,126
-3% -$20.2K ﹤0.01% 1482
2023
Q3
$727K Sell
203,943
-5,280
-3% -$18.8K ﹤0.01% 1404
2023
Q2
$873K Hold
209,223
﹤0.01% 1391
2023
Q1
$796K Buy
209,223
+8,835
+4% +$33.6K ﹤0.01% 1488
2022
Q4
$681K Buy
200,388
+119,312
+147% +$406K ﹤0.01% 1724
2022
Q3
$331K Buy
81,076
+22,660
+39% +$92.5K ﹤0.01% 1945
2022
Q2
$352K Buy
58,416
+46,565
+393% +$281K ﹤0.01% 2143
2022
Q1
$143K Sell
11,851
-3,998
-25% -$48.2K ﹤0.01% 2677
2021
Q4
$281K Buy
+15,849
New +$281K ﹤0.01% 2351