Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
47,707
-4,984
-9% -$48.4K ﹤0.01% 2014
2025
Q1
$526K Sell
52,691
-3,354
-6% -$33.5K ﹤0.01% 1789
2024
Q4
$497K Buy
56,045
+3,666
+7% +$32.5K ﹤0.01% 1868
2024
Q3
$612K Sell
52,379
-36,617
-41% -$428K ﹤0.01% 1633
2024
Q2
$994K Buy
88,996
+9,075
+11% +$101K 0.01% 1318
2024
Q1
$974K Buy
79,921
+16,158
+25% +$197K 0.01% 1259
2023
Q4
$1.01M Buy
63,763
+5,167
+9% +$81.9K 0.01% 1110
2023
Q3
$785K Buy
58,596
+19,597
+50% +$263K 0.01% 1117
2023
Q2
$523K Sell
38,999
-7,077
-15% -$95K 0.01% 1299
2023
Q1
$727K Sell
46,076
-16,757
-27% -$264K 0.01% 1089
2022
Q4
$1.07M Buy
62,833
+5,720
+10% +$97.1K 0.01% 1027
2022
Q3
$761K Sell
57,113
-2,943
-5% -$39.2K 0.01% 1097
2022
Q2
$879K Buy
60,056
+12,700
+27% +$186K 0.01% 1033
2022
Q1
$947K Buy
47,356
+9,754
+26% +$195K 0.01% 990
2021
Q4
$527K Sell
37,602
-120,009
-76% -$1.68M 0.01% 1290
2021
Q3
$2.2M Buy
157,611
+41,801
+36% +$583K 0.02% 665
2021
Q2
$2.64M Buy
115,810
+82,482
+247% +$1.88M 0.03% 550
2021
Q1
$579K Buy
+33,328
New +$579K 0.01% 1120