Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
4,267
+1,500
+54% +$81.5K ﹤0.01% 3480
2025
Q1
$138K Sell
2,767
-144
-5% -$7.18K ﹤0.01% 3934
2024
Q4
$169K Sell
2,911
-949
-25% -$55K ﹤0.01% 3745
2024
Q3
$251K Sell
3,860
-551
-12% -$35.9K ﹤0.01% 3470
2024
Q2
$283K Buy
4,411
+59
+1% +$3.79K ﹤0.01% 3266
2024
Q1
$277K Sell
4,352
-6,067
-58% -$386K ﹤0.01% 3401
2023
Q4
$578K Sell
10,419
-33,170
-76% -$1.84M ﹤0.01% 3033
2023
Q3
$2.57M Sell
43,589
-2,339
-5% -$138K ﹤0.01% 1772
2023
Q2
$2.99M Sell
45,928
-15,516
-25% -$1.01M 0.01% 1539
2023
Q1
$3.38M Sell
61,444
-2,428
-4% -$134K 0.01% 1428
2022
Q4
$3.37M Buy
63,872
+25,869
+68% +$1.37M 0.01% 1361
2022
Q3
$1.64M Sell
38,003
-18,165
-32% -$784K ﹤0.01% 1776
2022
Q2
$2.72M Buy
56,168
+30,535
+119% +$1.48M 0.01% 1430
2022
Q1
$1.8M Buy
25,633
+518
+2% +$36.3K ﹤0.01% 2015
2021
Q4
$1.2M Buy
25,115
+21,352
+567% +$1.02M ﹤0.01% 2233
2021
Q3
$149K Buy
3,763
+213
+6% +$8.43K ﹤0.01% 4184
2021
Q2
$136K Sell
3,550
-922
-21% -$35.3K ﹤0.01% 4214
2021
Q1
$172K Buy
4,472
+317
+8% +$12.2K ﹤0.01% 3873
2020
Q4
$128K Sell
4,155
-721
-15% -$22.2K ﹤0.01% 3858
2020
Q3
$109K Sell
4,876
-154
-3% -$3.44K ﹤0.01% 3749
2020
Q2
$113K Sell
5,030
-9,219
-65% -$207K ﹤0.01% 3596
2020
Q1
$146K Buy
+14,249
New +$146K ﹤0.01% 3148