Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
20,382
+6,041
+42% +$132K ﹤0.01% 2043
2025
Q1
$281K Buy
14,341
+3,112
+28% +$61K ﹤0.01% 2209
2024
Q4
$176K Sell
11,229
-7,257
-39% -$114K ﹤0.01% 2503
2024
Q3
$336K Sell
18,486
-17,437
-49% -$317K ﹤0.01% 2016
2024
Q2
$616K Sell
35,923
-1,437
-4% -$24.6K ﹤0.01% 1633
2024
Q1
$616K Buy
37,360
+1,711
+5% +$28.2K ﹤0.01% 1530
2023
Q4
$535K Buy
35,649
+5,126
+17% +$77K ﹤0.01% 1490
2023
Q3
$402K Sell
30,523
-3,079
-9% -$40.6K ﹤0.01% 1486
2023
Q2
$453K Sell
33,602
-3,973
-11% -$53.5K ﹤0.01% 1376
2023
Q1
$446K Sell
37,575
-25,211
-40% -$299K ﹤0.01% 1337
2022
Q4
$764K Buy
62,786
+8,392
+15% +$102K 0.01% 1181
2022
Q3
$462K Sell
54,394
-1,631
-3% -$13.9K ﹤0.01% 1358
2022
Q2
$556K Buy
56,025
+10,989
+24% +$109K 0.01% 1272
2022
Q1
$470K Sell
45,036
-1,379
-3% -$14.4K ﹤0.01% 1332
2021
Q4
$646K Sell
46,415
-2,004
-4% -$27.9K 0.01% 1179
2021
Q3
$702K Buy
48,419
+3,684
+8% +$53.4K 0.01% 1200
2021
Q2
$592K Buy
44,735
+25,175
+129% +$333K 0.01% 1199
2021
Q1
$239K Buy
+19,560
New +$239K ﹤0.01% 1610