Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
83,470
+17,768
+27% +$29K ﹤0.01% 4902
2025
Q1
$93.3K Sell
65,702
-14,173
-18% -$20.1K ﹤0.01% 5206
2024
Q4
$129K Buy
79,875
+33,061
+71% +$53.6K ﹤0.01% 5258
2024
Q3
$46K Sell
46,814
-107,223
-70% -$105K ﹤0.01% 5625
2024
Q2
$257K Buy
154,037
+119,517
+346% +$200K ﹤0.01% 5167
2024
Q1
$100K Sell
34,520
-12,363
-26% -$36K ﹤0.01% 5255
2023
Q4
$161K Buy
46,883
+21,849
+87% +$74.9K ﹤0.01% 5107
2023
Q3
$92.6K Buy
+25,034
New +$92.6K ﹤0.01% 4647
2023
Q2
Sell
-10,223
Closed -$42.7K 5775
2023
Q1
$42.7K Sell
10,223
-10,750
-51% -$44.9K ﹤0.01% 5145
2022
Q4
$47.2K Buy
+20,973
New +$47.2K ﹤0.01% 4892
2022
Q2
Sell
-101,240
Closed -$515K 6032
2022
Q1
$515K Buy
101,240
+76,792
+314% +$391K ﹤0.01% 3712
2021
Q4
$110K Buy
+24,448
New +$110K ﹤0.01% 4635
2021
Q2
Sell
-177,737
Closed -$1.76M 5567
2021
Q1
$1.76M Buy
+177,737
New +$1.76M ﹤0.01% 1798