Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
3,223
+3,158
+4,858% +$278K 0.01% 669
2025
Q1
$4.58K Hold
65
﹤0.01% 2084
2024
Q4
$4.83K Hold
65
﹤0.01% 2048
2024
Q3
$4.85K Sell
65
-31
-32% -$2.32K ﹤0.01% 1831
2024
Q2
$5.75K Sell
96
-1,128
-92% -$67.6K ﹤0.01% 1793
2024
Q1
$79.8K Buy
1,224
+536
+78% +$34.9K ﹤0.01% 1061
2023
Q4
$59.9K Buy
688
+67
+11% +$5.83K ﹤0.01% 1147
2023
Q3
$43.8K Buy
621
+162
+35% +$11.4K ﹤0.01% 1212
2023
Q2
$29.4K Buy
459
+169
+58% +$10.8K ﹤0.01% 1425
2023
Q1
$19.1K Buy
290
+156
+116% +$10.3K ﹤0.01% 1638
2022
Q4
$5K Buy
134
+10
+8% +$373 ﹤0.01% 1845
2022
Q3
$7K Sell
124
-140
-53% -$7.9K ﹤0.01% 1667
2022
Q2
$22K Sell
264
-356
-57% -$29.7K ﹤0.01% 1637
2022
Q1
$78K Sell
620
-1,846
-75% -$232K ﹤0.01% 1267
2021
Q4
$563K Buy
2,466
+2,054
+499% +$469K 0.01% 654
2021
Q3
$129K Sell
412
-1,024
-71% -$321K ﹤0.01% 1103
2021
Q2
$659K Sell
1,436
-2,463
-63% -$1.13M 0.02% 536
2021
Q1
$1.23M Buy
+3,899
New +$1.23M 0.03% 384