Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
212,183
+162,021
+323% +$536K ﹤0.01% 3305
2025
Q1
$147K Sell
50,162
-18,531
-27% -$54.5K ﹤0.01% 5090
2024
Q4
$198K Sell
68,693
-49,146
-42% -$142K ﹤0.01% 5100
2024
Q3
$328K Sell
117,839
-10,833
-8% -$30.1K ﹤0.01% 4772
2024
Q2
$305K Buy
+128,672
New +$305K ﹤0.01% 5011
2023
Q1
Sell
-17,789
Closed -$51.4K 6100
2022
Q4
$51.4K Buy
+17,789
New +$51.4K ﹤0.01% 4870
2022
Q2
Sell
-13,034
Closed -$46K 6152
2022
Q1
$46K Sell
13,034
-32,331
-71% -$114K ﹤0.01% 5171
2021
Q4
$269K Buy
45,365
+28,997
+177% +$172K ﹤0.01% 4136
2021
Q3
$164K Sell
16,368
-9,574
-37% -$95.9K ﹤0.01% 4498
2021
Q2
$388K Buy
+25,942
New +$388K ﹤0.01% 3704