Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
170,107
-117,347
-41% -$191K ﹤0.01% 5276
2025
Q1
$408K Buy
287,454
+136,782
+91% +$194K ﹤0.01% 4818
2024
Q4
$244K Buy
150,672
+116,045
+335% +$188K ﹤0.01% 5141
2024
Q3
$34K Buy
34,627
+12,292
+55% +$12.1K ﹤0.01% 5857
2024
Q2
$37.3K Sell
22,335
-94,180
-81% -$157K ﹤0.01% 5762
2024
Q1
$339K Buy
116,515
+55,054
+90% +$160K ﹤0.01% 4361
2023
Q4
$211K Buy
61,461
+25,432
+71% +$87.2K ﹤0.01% 4573
2023
Q3
$133K Sell
36,029
-23,570
-40% -$87.2K ﹤0.01% 4545
2023
Q2
$249K Buy
59,599
+4,303
+8% +$17.9K ﹤0.01% 4315
2023
Q1
$231K Buy
55,296
+30,882
+126% +$129K ﹤0.01% 4243
2022
Q4
$54.9K Sell
24,414
-13,086
-35% -$29.4K ﹤0.01% 5526
2022
Q3
$79K Buy
37,500
+14,453
+63% +$30.4K ﹤0.01% 4862
2022
Q2
$49K Buy
23,047
+22,043
+2,196% +$46.9K ﹤0.01% 4918
2022
Q1
$5K Sell
1,004
-3,008
-75% -$15K ﹤0.01% 8088
2021
Q4
$18K Buy
+4,012
New +$18K ﹤0.01% 6864
2021
Q3
Sell
-103
Closed -$1K 8633
2021
Q2
$1K Sell
103
-839
-89% -$8.15K ﹤0.01% 8055
2021
Q1
$9K Buy
+942
New +$9K ﹤0.01% 6982