Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
13,075
-48,281
-79% -$1.17M ﹤0.01% 2688
2025
Q1
$1.2M Buy
61,356
+13,723
+29% +$269K ﹤0.01% 1569
2024
Q4
$1.07M Buy
47,633
+6,814
+17% +$153K ﹤0.01% 1594
2024
Q3
$923K Buy
40,819
+15,347
+60% +$347K ﹤0.01% 1677
2024
Q2
$415K Buy
25,472
+5,418
+27% +$88.4K ﹤0.01% 2186
2024
Q1
$535K Sell
20,054
-13,055
-39% -$349K ﹤0.01% 1977
2023
Q4
$1.35M Sell
33,109
-3,387
-9% -$138K ﹤0.01% 1246
2023
Q3
$1.15M Buy
36,496
+6,248
+21% +$196K ﹤0.01% 1249
2023
Q2
$1.31M Sell
30,248
-12,477
-29% -$542K ﹤0.01% 1151
2023
Q1
$1.38M Buy
42,725
+1,812
+4% +$58.7K ﹤0.01% 1126
2022
Q4
$1.17M Buy
40,913
+10,489
+34% +$300K ﹤0.01% 1158
2022
Q3
$969K Sell
30,424
-2,639
-8% -$84.1K ﹤0.01% 1070
2022
Q2
$1.22M Buy
33,063
+19,324
+141% +$712K 0.01% 845
2022
Q1
$1.36M Buy
+13,739
New +$1.36M 0.01% 843