Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
7,235
+4,383
+154% +$84.7K ﹤0.01% 3900
2025
Q1
$47K Sell
2,852
-5,122
-64% -$84.4K ﹤0.01% 4743
2024
Q4
$155K Buy
7,974
+831
+12% +$16.2K ﹤0.01% 3817
2024
Q3
$244K Buy
7,143
+562
+9% +$19.2K ﹤0.01% 3493
2024
Q2
$255K Sell
6,581
-2,170
-25% -$84.1K ﹤0.01% 3339
2024
Q1
$306K Sell
8,751
-8,922
-50% -$312K ﹤0.01% 3325
2023
Q4
$537K Sell
17,673
-1,345
-7% -$40.9K ﹤0.01% 3107
2023
Q3
$523K Sell
19,018
-10,245
-35% -$282K ﹤0.01% 3206
2023
Q2
$707K Buy
29,263
+22,954
+364% +$555K ﹤0.01% 2835
2023
Q1
$196K Buy
6,309
+3,904
+162% +$122K ﹤0.01% 3881
2022
Q4
$71K Buy
2,405
+889
+59% +$26.2K ﹤0.01% 4683
2022
Q3
$31K Buy
1,516
+1,515
+151,500% +$31K ﹤0.01% 5272
2022
Q2
$0 Buy
+1
New ﹤0.01% 7404