Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
19,313
-3,273
-14% -$41.8K ﹤0.01% 1356
2025
Q1
$232K Sell
22,586
-7,949
-26% -$81.7K ﹤0.01% 1357
2024
Q4
$388K Sell
30,535
-1,256
-4% -$16K ﹤0.01% 1266
2024
Q3
$407K Buy
31,791
+11,940
+60% +$153K ﹤0.01% 1239
2024
Q2
$252K Sell
19,851
-7,195
-27% -$91.3K ﹤0.01% 1385
2024
Q1
$613K Buy
27,046
+6,185
+30% +$140K ﹤0.01% 1058
2023
Q4
$519K Buy
20,861
+5,495
+36% +$137K ﹤0.01% 1119
2023
Q3
$263K Sell
15,366
-425
-3% -$7.27K ﹤0.01% 1324
2023
Q2
$261K Buy
15,791
+1,865
+13% +$30.8K ﹤0.01% 1365
2023
Q1
$245K Buy
13,926
+3,346
+32% +$58.9K ﹤0.01% 1387
2022
Q4
$134K Sell
10,580
-4,476
-30% -$56.9K ﹤0.01% 1534
2022
Q3
$190K Buy
15,056
+2,725
+22% +$34.4K ﹤0.01% 1433
2022
Q2
$212K Buy
+12,331
New +$212K ﹤0.01% 1353
2022
Q1
Sell
-29,563
Closed -$1.28M 1528
2021
Q4
$1.28M Sell
29,563
-48
-0.2% -$2.07K 0.01% 700
2021
Q3
$1.56M Buy
+29,611
New +$1.56M 0.01% 630