Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
90,367
+48,369
+115% +$677K ﹤0.01% 1824
2025
Q1
$607K Sell
41,998
-51,829
-55% -$749K ﹤0.01% 2081
2024
Q4
$1.27M Sell
93,827
-10,543
-10% -$143K ﹤0.01% 1839
2024
Q3
$1.7M Buy
104,370
+67,557
+184% +$1.1M ﹤0.01% 1759
2024
Q2
$451K Sell
36,813
-19,881
-35% -$243K ﹤0.01% 2200
2024
Q1
$676K Buy
56,694
+15,057
+36% +$180K ﹤0.01% 2017
2023
Q4
$512K Hold
41,637
﹤0.01% 2098
2023
Q3
$482K Sell
41,637
-121,431
-74% -$1.41M ﹤0.01% 2123
2023
Q2
$2.2M Buy
163,068
+2,243
+1% +$30.3K ﹤0.01% 1596
2023
Q1
$1.89M Hold
160,825
﹤0.01% 1646
2022
Q4
$1.55M Sell
160,825
-1,278
-0.8% -$12.3K ﹤0.01% 1597
2022
Q3
$1.18M Sell
162,103
-6,509
-4% -$47.5K ﹤0.01% 1738
2022
Q2
$1.43M Buy
168,612
+20,273
+14% +$171K ﹤0.01% 1693
2022
Q1
$1.84M Buy
148,339
+7,810
+6% +$96.8K ﹤0.01% 1570
2021
Q4
$1.87M Buy
+140,529
New +$1.87M ﹤0.01% 1614