Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
15,479
+6,538
+73% +$279K ﹤0.01% 1535
2025
Q1
$291K Buy
8,941
+803
+10% +$26.1K ﹤0.01% 1894
2024
Q4
$273K Sell
8,138
-6,324
-44% -$212K ﹤0.01% 1915
2024
Q3
$424K Sell
14,462
-2,613
-15% -$76.5K ﹤0.01% 1713
2024
Q2
$465K Sell
17,075
-1,801
-10% -$49.1K ﹤0.01% 1604
2024
Q1
$300K Buy
18,876
+2,942
+18% +$46.8K ﹤0.01% 1833
2023
Q4
$377K Buy
15,934
+3,950
+33% +$93.3K ﹤0.01% 1645
2023
Q3
$219K Buy
11,984
+875
+8% +$16K ﹤0.01% 1806
2023
Q2
$438K Sell
11,109
-203
-2% -$8.01K ﹤0.01% 1426
2023
Q1
$423K Sell
11,312
-259
-2% -$9.68K ﹤0.01% 1407
2022
Q4
$429 Sell
11,571
-711
-6% -$26 ﹤0.01% 1408
2022
Q3
$377K Sell
12,282
-1,005
-8% -$30.8K ﹤0.01% 1369
2022
Q2
$461K Buy
13,287
+60
+0.5% +$2.08K ﹤0.01% 1452
2022
Q1
$539K Buy
13,227
+320
+2% +$13K ﹤0.01% 1390
2021
Q4
$761K Sell
12,907
-1,053
-8% -$62.1K 0.01% 1247
2021
Q3
$951K Buy
13,960
+164
+1% +$11.2K 0.01% 1233
2021
Q2
$1.1M Buy
13,796
+1,772
+15% +$141K 0.01% 1014
2021
Q1
$1.02M Buy
12,024
+367
+3% +$31.1K 0.01% 991
2020
Q4
$1.05M Buy
11,657
+3,232
+38% +$291K 0.01% 883
2020
Q3
$462K Buy
8,425
+2,837
+51% +$156K 0.01% 1088
2020
Q2
$250K Buy
+5,588
New +$250K ﹤0.01% 1278