Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
44,867
+278
+0.6% +$2.64K ﹤0.01% 2258
2025
Q1
$542K Sell
44,589
-65,065
-59% -$791K ﹤0.01% 2120
2024
Q4
$1.54M Buy
109,654
+2,104
+2% +$29.6K ﹤0.01% 1776
2024
Q3
$1.87M Buy
107,550
+883
+0.8% +$15.3K ﹤0.01% 1717
2024
Q2
$1.76M Buy
106,667
+23,189
+28% +$383K ﹤0.01% 1690
2024
Q1
$1.53M Hold
83,478
﹤0.01% 1731
2023
Q4
$1.51M Buy
83,478
+131
+0.2% +$2.37K ﹤0.01% 1722
2023
Q3
$1.47M Buy
83,347
+44,369
+114% +$784K ﹤0.01% 1735
2023
Q2
$761K Sell
38,978
-88,052
-69% -$1.72M ﹤0.01% 1978
2023
Q1
$2.47M Buy
127,030
+84,222
+197% +$1.64M ﹤0.01% 1529
2022
Q4
$912K Sell
42,808
-163,305
-79% -$3.48M ﹤0.01% 1782
2022
Q3
$4.57M Sell
206,113
-19,373
-9% -$429K 0.01% 1135
2022
Q2
$5.59M Buy
225,486
+159,673
+243% +$3.95M 0.01% 1037
2022
Q1
$2.35M Sell
65,813
-1,213
-2% -$43.4K ﹤0.01% 1485
2021
Q4
$2.58M Buy
+67,026
New +$2.58M ﹤0.01% 1481