Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
43,752
-13,224
-23% -$62.4K ﹤0.01% 3578
2025
Q1
$258K Buy
56,976
+13,423
+31% +$60.8K ﹤0.01% 3429
2024
Q4
$206K Sell
43,553
-2,710
-6% -$12.8K ﹤0.01% 3566
2024
Q3
$176K Buy
46,263
+575
+1% +$2.19K ﹤0.01% 3749
2024
Q2
$162K Buy
45,688
+10,073
+28% +$35.8K ﹤0.01% 3731
2024
Q1
$112K Sell
35,615
-130,763
-79% -$411K ﹤0.01% 4164
2023
Q4
$561K Buy
166,378
+115,788
+229% +$390K ﹤0.01% 3058
2023
Q3
$179K Sell
50,590
-101,148
-67% -$358K ﹤0.01% 4079
2023
Q2
$520K Buy
151,738
+113,805
+300% +$390K ﹤0.01% 3115
2023
Q1
$114K Sell
37,933
-247,568
-87% -$746K ﹤0.01% 4331
2022
Q4
$919K Buy
285,501
+7,103
+3% +$22.9K ﹤0.01% 2446
2022
Q3
$734K Buy
278,398
+246,021
+760% +$649K ﹤0.01% 2517
2022
Q2
$83K Buy
32,377
+10,137
+46% +$26K ﹤0.01% 4563
2022
Q1
$78K Sell
22,240
-3,978
-15% -$14K ﹤0.01% 4767
2021
Q4
$187K Buy
+26,218
New +$187K ﹤0.01% 4002