Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
368,251
+169,246
+85% +$995K ﹤0.01% 4648
2025
Q1
$2.43M Sell
199,005
-16,130
-7% -$197K ﹤0.01% 4479
2024
Q4
$2.73M Sell
215,135
-16,149
-7% -$205K ﹤0.01% 4472
2024
Q3
$2.04M Buy
231,284
+39,876
+21% +$351K ﹤0.01% 4636
2024
Q2
$2.29M Sell
191,408
-11,408
-6% -$137K ﹤0.01% 4471
2024
Q1
$3.69M Sell
202,816
-16,464
-8% -$300K ﹤0.01% 4159
2023
Q4
$6.89M Buy
219,280
+160,586
+274% +$5.05M ﹤0.01% 4173
2023
Q3
$890K Sell
58,694
-3,874
-6% -$58.8K ﹤0.01% 4868
2023
Q2
$966K Sell
62,568
-8,559
-12% -$132K ﹤0.01% 4853
2023
Q1
$663K Buy
71,127
+56,179
+376% +$524K ﹤0.01% 5094
2022
Q4
$274K Buy
14,948
+5,816
+64% +$107K ﹤0.01% 5538
2022
Q3
$85K Sell
9,132
-14,188
-61% -$132K ﹤0.01% 6159
2022
Q2
$141K Sell
23,320
-14,185
-38% -$85.8K ﹤0.01% 6082
2022
Q1
$224K Buy
37,505
+27,614
+279% +$165K ﹤0.01% 5858
2021
Q4
$122K Sell
9,891
-284
-3% -$3.5K ﹤0.01% 6320
2021
Q3
$169K Buy
+10,175
New +$169K ﹤0.01% 6089