Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
63,008
+46,094
+273% +$424K ﹤0.01% 1607
2025
Q1
$164K Sell
16,914
-5,068
-23% -$49.2K ﹤0.01% 2160
2024
Q4
$207K Sell
21,982
-7,508
-25% -$70.7K ﹤0.01% 2077
2024
Q3
$334K Buy
29,490
+7,947
+37% +$90K ﹤0.01% 1738
2024
Q2
$211K Buy
21,543
+17,886
+489% +$175K ﹤0.01% 1898
2024
Q1
$34.8K Hold
3,657
﹤0.01% 2428
2023
Q4
$35.3K Sell
3,657
-3,997
-52% -$38.5K ﹤0.01% 2341
2023
Q3
$70.1K Buy
7,654
+4,217
+123% +$38.6K ﹤0.01% 1976
2023
Q2
$34.3K Sell
3,437
-525
-13% -$5.24K ﹤0.01% 2224
2023
Q1
$45.1K Sell
3,962
-1,679
-30% -$19.1K ﹤0.01% 2046
2022
Q4
$20K Buy
+5,641
New +$20K ﹤0.01% 2123
2019
Q4
Sell
-15,486
Closed -$151K 817
2019
Q3
$151K Sell
15,486
-22,072
-59% -$215K 0.01% 771
2019
Q2
$432K Buy
+37,558
New +$432K 0.03% 436