Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
3,104
-4,409
-59% -$341K ﹤0.01% 791
2025
Q1
$567K Buy
7,513
+5,079
+209% +$383K ﹤0.01% 620
2024
Q4
$186K Sell
2,434
-124
-5% -$9.48K ﹤0.01% 813
2024
Q3
$199K Buy
2,558
+100
+4% +$7.77K ﹤0.01% 774
2024
Q2
$172K Sell
2,458
-2,205
-47% -$154K ﹤0.01% 791
2024
Q1
$381K Sell
4,663
-1,020
-18% -$83.4K ﹤0.01% 665
2023
Q4
$443K Buy
5,683
+21
+0.4% +$1.64K ﹤0.01% 551
2023
Q3
$385K Sell
5,662
-21,556
-79% -$1.46M ﹤0.01% 556
2023
Q2
$2.1M Buy
27,218
+834
+3% +$64.4K 0.02% 320
2023
Q1
$2.12M Sell
26,384
-718
-3% -$57.8K 0.02% 311
2022
Q4
$2.12M Buy
27,102
+353
+1% +$27.6K 0.02% 302
2022
Q3
$1.99M Sell
26,749
-1,456
-5% -$108K 0.02% 299
2022
Q2
$2.51M Buy
28,205
+248
+0.9% +$22K 0.03% 279
2022
Q1
$2.36M Sell
27,957
-21,894
-44% -$1.85M 0.02% 317
2021
Q4
$4.12M Buy
+49,851
New +$4.12M 0.04% 241