Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Sell
31,100
-37,618
-55% -$1.09M ﹤0.01% 4431
2025
Q1
$1.97M Buy
68,718
+29,146
+74% +$837K ﹤0.01% 3705
2024
Q4
$1.77M Buy
39,572
+10,532
+36% +$472K ﹤0.01% 3812
2024
Q3
$1.28M Sell
29,040
-11,329
-28% -$501K ﹤0.01% 3388
2024
Q2
$1.56M Buy
40,369
+38,004
+1,607% +$1.47M ﹤0.01% 3050
2024
Q1
$116K Sell
2,365
-656
-22% -$32.1K ﹤0.01% 5003
2023
Q4
$146K Buy
3,021
+527
+21% +$25.5K ﹤0.01% 4777
2023
Q3
$101K Sell
2,494
-431
-15% -$17.5K ﹤0.01% 4714
2023
Q2
$115K Buy
2,925
+111
+4% +$4.38K ﹤0.01% 4841
2023
Q1
$115K Buy
2,814
+58
+2% +$2.36K ﹤0.01% 4746
2022
Q4
$91.3K Sell
2,756
-1,338
-33% -$44.3K ﹤0.01% 5065
2022
Q3
$111K Buy
4,094
+1,510
+58% +$40.9K ﹤0.01% 4576
2022
Q2
$74K Sell
2,584
-695
-21% -$19.9K ﹤0.01% 4639
2022
Q1
$170K Sell
3,279
-3,360
-51% -$174K ﹤0.01% 4501
2021
Q4
$447K Buy
6,639
+6,548
+7,196% +$441K ﹤0.01% 4060
2021
Q3
$7K Sell
91
-802
-90% -$61.7K ﹤0.01% 7152
2021
Q2
$53K Buy
893
+195
+28% +$11.6K ﹤0.01% 5314
2021
Q1
$30K Sell
698
-743
-52% -$31.9K ﹤0.01% 5995
2020
Q4
$94K Buy
+1,441
New +$94K ﹤0.01% 4749