Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
215,505
-24,951
-10% -$41.4K ﹤0.01% 5094
2025
Q1
$442K Sell
240,456
-41,212
-15% -$75.8K ﹤0.01% 4767
2024
Q4
$701K Buy
281,668
+188,302
+202% +$469K ﹤0.01% 4485
2024
Q3
$422K Buy
93,366
+20,463
+28% +$92.5K ﹤0.01% 4207
2024
Q2
$431K Buy
72,903
+41,388
+131% +$245K ﹤0.01% 4031
2024
Q1
$341K Sell
31,515
-2,769
-8% -$29.9K ﹤0.01% 4356
2023
Q4
$226K Buy
34,284
+19,978
+140% +$132K ﹤0.01% 4534
2023
Q3
$19.9K Sell
14,306
-4,336
-23% -$6.03K ﹤0.01% 5673
2023
Q2
$40.8K Sell
18,642
-7,937
-30% -$17.4K ﹤0.01% 5517
2023
Q1
$94.4K Sell
26,579
-236
-0.9% -$838 ﹤0.01% 4881
2022
Q4
$161K Sell
26,815
-2,197
-8% -$13.2K ﹤0.01% 4559
2022
Q3
$381K Sell
29,012
-20,123
-41% -$264K ﹤0.01% 3590
2022
Q2
$605K Buy
49,135
+47,439
+2,797% +$584K ﹤0.01% 3217
2022
Q1
$19K Sell
1,696
-4,253
-71% -$47.6K ﹤0.01% 6473
2021
Q4
$92K Sell
5,949
-45,936
-89% -$710K ﹤0.01% 5311
2021
Q3
$1.44M Buy
51,885
+43,203
+498% +$1.2M ﹤0.01% 2985
2021
Q2
$275K Sell
8,682
-19,499
-69% -$618K ﹤0.01% 4133
2021
Q1
$927K Buy
28,181
+28,146
+80,417% +$926K ﹤0.01% 3438
2020
Q4
$2K Sell
35
-1,052
-97% -$60.1K ﹤0.01% 7076
2020
Q3
$33K Buy
+1,087
New +$33K ﹤0.01% 5076