Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
57,579
-18,454
-24% -$173K ﹤0.01% 3129
2025
Q1
$821K Sell
76,033
-12,849
-14% -$139K ﹤0.01% 2919
2024
Q4
$1.24M Buy
88,882
+480
+0.5% +$6.7K ﹤0.01% 2819
2024
Q3
$1.4M Sell
88,402
-321
-0.4% -$5.09K ﹤0.01% 2760
2024
Q2
$1.62M Sell
88,723
-70,016
-44% -$1.28M ﹤0.01% 2680
2024
Q1
$2.62M Sell
158,739
-222,082
-58% -$3.66M ﹤0.01% 2542
2023
Q4
$6.76M Buy
380,821
+217,561
+133% +$3.86M ﹤0.01% 2066
2023
Q3
$1.54M Sell
163,260
-199,403
-55% -$1.88M ﹤0.01% 2683
2023
Q2
$4.07M Buy
362,663
+212,739
+142% +$2.39M ﹤0.01% 2337
2023
Q1
$1.08M Sell
149,924
-391,318
-72% -$2.83M ﹤0.01% 2863
2022
Q4
$5.06M Buy
541,242
+404,354
+295% +$3.78M ﹤0.01% 2236
2022
Q3
$1.35M Buy
136,888
+10,799
+9% +$107K ﹤0.01% 2796
2022
Q2
$2.02M Sell
126,089
-29,408
-19% -$471K ﹤0.01% 2693
2022
Q1
$3.55M Buy
+155,497
New +$3.55M ﹤0.01% 2533