Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
4,636
+2,765
+148% +$523K ﹤0.01% 1566
2025
Q1
$439K Buy
1,871
+400
+27% +$93.8K ﹤0.01% 1897
2024
Q4
$579K Sell
1,471
-435
-23% -$171K ﹤0.01% 1776
2024
Q3
$637K Buy
1,906
+22
+1% +$7.36K ﹤0.01% 1605
2024
Q2
$461K Buy
1,884
+18
+1% +$4.4K ﹤0.01% 1839
2024
Q1
$650K Sell
1,866
-34
-2% -$11.8K ﹤0.01% 1497
2023
Q4
$554K Buy
1,900
+65
+4% +$18.9K ﹤0.01% 1464
2023
Q3
$485K Buy
1,835
+137
+8% +$36.2K ﹤0.01% 1388
2023
Q2
$560K Sell
1,698
-256
-13% -$84.4K 0.01% 1273
2023
Q1
$476K Sell
1,954
-179
-8% -$43.6K 0.01% 1311
2022
Q4
$570K Sell
2,133
-17
-0.8% -$4.54K 0.01% 1330
2022
Q3
$529K Buy
2,150
+46
+2% +$11.3K 0.01% 1282
2022
Q2
$447K Buy
2,104
+488
+30% +$104K ﹤0.01% 1392
2022
Q1
$527K Buy
1,616
+443
+38% +$144K 0.01% 1263
2021
Q4
$629K Sell
1,173
-828
-41% -$444K 0.01% 1194
2021
Q3
$1.33M Buy
2,001
+587
+42% +$391K 0.01% 872
2021
Q2
$960K Buy
1,414
+535
+61% +$363K 0.01% 965
2021
Q1
$524K Sell
879
-60
-6% -$35.8K 0.01% 1171
2020
Q4
$422K Buy
939
+935
+23,375% +$420K ﹤0.01% 1302
2020
Q3
$231K Buy
+4
New +$231K ﹤0.01% 1224