Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
35,390
+9,122
+35% +$79.3K ﹤0.01% 2319
2025
Q1
$229K Sell
26,268
-22,015
-46% -$192K ﹤0.01% 2381
2024
Q4
$520K Buy
48,283
+22,282
+86% +$240K ﹤0.01% 1847
2024
Q3
$278K Sell
26,001
-4,076
-14% -$43.6K ﹤0.01% 2136
2024
Q2
$500K Buy
30,077
+7,288
+32% +$121K ﹤0.01% 1773
2024
Q1
$262K Buy
22,789
+1,801
+9% +$20.7K ﹤0.01% 2099
2023
Q4
$355K Buy
20,988
+2,212
+12% +$37.4K ﹤0.01% 1733
2023
Q3
$167K Buy
18,776
+6,654
+55% +$59.3K ﹤0.01% 1953
2023
Q2
$144K Sell
12,122
-401
-3% -$4.75K ﹤0.01% 1963
2023
Q1
$140K Sell
12,523
-5,814
-32% -$65.2K ﹤0.01% 1911
2022
Q4
$164K Sell
18,337
-2,118
-10% -$19K ﹤0.01% 2067
2022
Q3
$201K Sell
20,455
-4,671
-19% -$45.9K ﹤0.01% 1876
2022
Q2
$330K Sell
25,126
-3,524
-12% -$46.3K ﹤0.01% 1561
2022
Q1
$1.03M Sell
28,650
-989
-3% -$35.6K 0.01% 942
2021
Q4
$1.39M Buy
29,639
+4,050
+16% +$190K 0.01% 839
2021
Q3
$1.89M Buy
25,589
+1,879
+8% +$139K 0.02% 739
2021
Q2
$1.62M Buy
23,710
+1,764
+8% +$120K 0.02% 734
2021
Q1
$1.15M Sell
21,946
-4,251
-16% -$222K 0.01% 808
2020
Q4
$1.29M Buy
26,197
+7,495
+40% +$370K 0.02% 753
2020
Q3
$491K Buy
+18,702
New +$491K 0.01% 898