Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
20,045
-3,952
-16% -$27.9K ﹤0.01% 3161
2025
Q1
$152K Buy
23,997
+1,129
+5% +$7.15K ﹤0.01% 3093
2024
Q4
$216K Buy
22,868
+3,487
+18% +$32.9K ﹤0.01% 2939
2024
Q3
$147K Sell
19,381
-25,130
-56% -$190K ﹤0.01% 3011
2024
Q2
$328K Buy
44,511
+24,026
+117% +$177K ﹤0.01% 2380
2024
Q1
$266K Buy
20,485
+3,546
+21% +$46K ﹤0.01% 2548
2023
Q4
$302K Sell
16,939
-6,992
-29% -$124K ﹤0.01% 2349
2023
Q3
$459K Buy
23,931
+7,863
+49% +$151K ﹤0.01% 1837
2023
Q2
$253K Buy
16,068
+1,504
+10% +$23.7K ﹤0.01% 2256
2023
Q1
$257K Buy
14,564
+925
+7% +$16.3K ﹤0.01% 2194
2022
Q4
$112K Buy
+13,639
New +$112K ﹤0.01% 2495
2020
Q2
Sell
-146,113
Closed -$2.77M 729
2020
Q1
$2.77M Buy
+146,113
New +$2.77M 0.03% 315