Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
23,271
-955
-4% -$17.1K 0.01% 620
2025
Q1
$502K Sell
24,226
-1,595
-6% -$33K 0.01% 530
2024
Q4
$305K Buy
25,821
+1,952
+8% +$23.1K 0.01% 717
2024
Q3
$291K Sell
23,869
-778
-3% -$9.48K 0.01% 711
2024
Q2
$181K Buy
24,647
+4,002
+19% +$29.3K ﹤0.01% 860
2024
Q1
$159K Sell
20,645
-2,117
-9% -$16.3K ﹤0.01% 940
2023
Q4
$332K Sell
22,762
-758
-3% -$11.1K 0.01% 613
2023
Q3
$432K Buy
23,520
+4,389
+23% +$80.6K 0.01% 490
2023
Q2
$257K Buy
19,131
+3,376
+21% +$45.3K 0.01% 659
2023
Q1
$175K Sell
15,755
-1,297
-8% -$14.4K ﹤0.01% 778
2022
Q4
$169K Buy
17,052
+13,749
+416% +$137K 0.01% 765
2022
Q3
$39K Buy
3,303
+1,457
+79% +$17.2K ﹤0.01% 1402
2022
Q2
$59K Sell
1,846
-933
-34% -$29.8K ﹤0.01% 1211
2022
Q1
$77K Buy
2,779
+914
+49% +$25.3K ﹤0.01% 1164
2021
Q4
$94K Sell
1,865
-165
-8% -$8.32K ﹤0.01% 1046
2021
Q3
$72K Buy
2,030
+953
+88% +$33.8K ﹤0.01% 1124
2021
Q2
$48K Buy
1,077
+394
+58% +$17.6K ﹤0.01% 1290
2021
Q1
$25K Buy
683
+467
+216% +$17.1K ﹤0.01% 1483
2020
Q4
$9K Buy
+216
New +$9K ﹤0.01% 1757