Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
2,204
+369
+20% +$44.3K ﹤0.01% 3370
2025
Q1
$214K Sell
1,835
-292
-14% -$34K ﹤0.01% 3562
2024
Q4
$255K Sell
2,127
-3,001
-59% -$360K ﹤0.01% 3383
2024
Q3
$545K Buy
5,128
+77
+2% +$8.18K ﹤0.01% 2792
2024
Q2
$477K Buy
5,051
+150
+3% +$14.2K ﹤0.01% 2814
2024
Q1
$542K Sell
4,901
-13,888
-74% -$1.54M ﹤0.01% 2870
2023
Q4
$1.63M Sell
18,789
-7,543
-29% -$653K ﹤0.01% 2037
2023
Q3
$1.85M Buy
26,332
+21,564
+452% +$1.51M ﹤0.01% 2065
2023
Q2
$317K Buy
4,768
+2,333
+96% +$155K ﹤0.01% 3536
2023
Q1
$144K Buy
2,435
+987
+68% +$58.3K ﹤0.01% 4132
2022
Q4
$68.8K Buy
1,448
+409
+39% +$19.4K ﹤0.01% 4704
2022
Q3
$35K Buy
1,039
+122
+13% +$4.11K ﹤0.01% 5161
2022
Q2
$40K Buy
+917
New +$40K ﹤0.01% 5110