Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
35,582
-59,512
-63% -$236K ﹤0.01% 1062
2025
Q1
$406K Buy
95,094
+81,672
+608% +$349K ﹤0.01% 622
2024
Q4
$47K Buy
13,422
+12,701
+1,762% +$44.5K ﹤0.01% 1432
2024
Q3
$2K Sell
721
-861
-54% -$2.39K ﹤0.01% 2047
2024
Q2
$4K Sell
1,582
-1,286
-45% -$3.25K ﹤0.01% 2032
2024
Q1
$11K Buy
2,868
+758
+36% +$2.91K ﹤0.01% 1842
2023
Q4
$11K Sell
2,110
-115
-5% -$600 ﹤0.01% 1811
2023
Q3
$13K Buy
+2,225
New +$13K ﹤0.01% 1595
2023
Q2
Sell
-2,071
Closed -$15K 4275
2023
Q1
$15K Sell
2,071
-470
-18% -$3.4K ﹤0.01% 1633
2022
Q4
$19K Sell
2,541
-4,165
-62% -$31.1K ﹤0.01% 1627
2022
Q3
$42K Buy
6,706
+3,936
+142% +$24.7K ﹤0.01% 1487
2022
Q2
$29K Sell
2,770
-1,659
-37% -$17.4K ﹤0.01% 1635
2022
Q1
$64K Sell
4,429
-27,758
-86% -$401K ﹤0.01% 1608
2021
Q4
$1.07M Buy
32,187
+26,140
+432% +$868K ﹤0.01% 510
2021
Q3
$456K Sell
6,047
-95
-2% -$7.16K ﹤0.01% 889
2021
Q2
$499K Buy
+6,142
New +$499K ﹤0.01% 868