Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
23,338
-10,192
-30% -$69.5K ﹤0.01% 5632
2025
Q1
$151K Sell
33,530
-7,961
-19% -$35.8K ﹤0.01% 5484
2024
Q4
$209K Buy
41,491
+39,495
+1,979% +$199K ﹤0.01% 5232
2024
Q3
$11.2K Sell
1,996
-15,981
-89% -$89.8K ﹤0.01% 6478
2024
Q2
$129K Buy
17,977
+17,707
+6,558% +$127K ﹤0.01% 4862
2024
Q1
$1.75K Sell
270
-1,260
-82% -$8.18K ﹤0.01% 6883
2023
Q4
$9.55K Buy
1,530
+1,303
+574% +$8.13K ﹤0.01% 6276
2023
Q3
$1.16K Sell
227
-998
-81% -$5.09K ﹤0.01% 6925
2023
Q2
$11.1K Sell
1,225
-9,884
-89% -$89.9K ﹤0.01% 6036
2023
Q1
$132K Sell
11,109
-646
-5% -$7.66K ﹤0.01% 4639
2022
Q4
$120K Buy
11,755
+7,886
+204% +$80.4K ﹤0.01% 4824
2022
Q3
$79K Buy
3,869
+686
+22% +$14K ﹤0.01% 4864
2022
Q2
$79K Buy
3,183
+964
+43% +$23.9K ﹤0.01% 4600
2022
Q1
$133K Sell
2,219
-6,944
-76% -$416K ﹤0.01% 4693
2021
Q4
$1.36M Sell
9,163
-9,734
-52% -$1.45M ﹤0.01% 3199
2021
Q3
$3.71M Sell
18,897
-2,632
-12% -$517K ﹤0.01% 2267
2021
Q2
$9.35M Sell
21,529
-6,101
-22% -$2.65M ﹤0.01% 1558
2021
Q1
$10.5M Buy
27,630
+12,403
+81% +$4.72M ﹤0.01% 1416
2020
Q4
$6.09M Buy
15,227
+2,211
+17% +$884K ﹤0.01% 1704
2020
Q3
$3.17M Buy
+13,016
New +$3.17M ﹤0.01% 2060