Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
2,756
-81
-3% -$8.52K 0.01% 1078
2025
Q1
$165K Sell
2,837
-89
-3% -$5.19K 0.01% 1262
2024
Q4
$169K Buy
2,926
+447
+18% +$25.9K 0.01% 1205
2024
Q3
$110K Sell
2,479
-212
-8% -$9.38K ﹤0.01% 1358
2024
Q2
$100K Buy
2,691
+75
+3% +$2.79K ﹤0.01% 1370
2024
Q1
$99.9K Sell
2,616
-21
-0.8% -$802 ﹤0.01% 1289
2023
Q4
$121K Sell
2,637
-484
-16% -$22.1K 0.01% 1167
2023
Q3
$90.4K Sell
3,121
-313
-9% -$9.06K ﹤0.01% 1303
2023
Q2
$138K Sell
3,434
-37
-1% -$1.49K 0.01% 1182
2023
Q1
$241K Sell
3,471
-4,600
-57% -$320K 0.01% 873
2022
Q4
$568K Sell
8,071
-3,118
-28% -$219K 0.02% 841
2022
Q3
$780K Buy
11,189
+1,660
+17% +$116K 0.02% 725
2022
Q2
$665K Hold
9,529
0.02% 719
2022
Q1
$665K Buy
9,529
+5,776
+154% +$403K 0.02% 719
2021
Q4
$391K Sell
3,753
-1,389
-27% -$145K 0.01% 673
2021
Q3
$394K Buy
5,142
+1,556
+43% +$119K 0.01% 643
2021
Q2
$321K Buy
3,586
+3,035
+551% +$272K 0.01% 695
2021
Q1
$35K Buy
+551
New +$35K ﹤0.01% 1598