Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
194,594
-16,790
-8% -$26.4K ﹤0.01% 2159
2025
Q1
$558K Buy
211,384
+145,124
+219% +$383K ﹤0.01% 1845
2024
Q4
$281K Buy
66,260
+26,221
+65% +$111K ﹤0.01% 2226
2024
Q3
$133K Sell
40,039
-184,158
-82% -$611K ﹤0.01% 2278
2024
Q2
$693K Buy
224,197
+68,264
+44% +$211K ﹤0.01% 1558
2024
Q1
$630K Buy
155,933
+5,958
+4% +$24.1K ﹤0.01% 1554
2023
Q4
$838K Sell
149,975
-252,620
-63% -$1.41M ﹤0.01% 1431
2023
Q3
$2.15M Buy
402,595
+263,434
+189% +$1.4M 0.01% 938
2023
Q2
$1.3M Buy
139,161
+95,812
+221% +$898K ﹤0.01% 1114
2023
Q1
$375K Buy
43,349
+31,997
+282% +$277K ﹤0.01% 1585
2022
Q4
$80.3K Sell
11,352
-5,318
-32% -$37.6K ﹤0.01% 2081
2022
Q3
$165K Buy
+16,670
New +$165K ﹤0.01% 1825
2022
Q2
Sell
-110,322
Closed -$1.02M 2220
2022
Q1
$1.02M Buy
+110,322
New +$1.02M ﹤0.01% 1134