Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
145,157
-41,026
-22% -$384K ﹤0.01% 4123
2025
Q1
$2.01M Sell
186,183
-142,527
-43% -$1.54M ﹤0.01% 3692
2024
Q4
$4.59M Buy
328,710
+142,854
+77% +$1.99M ﹤0.01% 3064
2024
Q3
$2.95M Buy
185,856
+175,888
+1,765% +$2.79M ﹤0.01% 2715
2024
Q2
$182K Sell
9,968
-16,022
-62% -$292K ﹤0.01% 4606
2024
Q1
$429K Sell
25,990
-2,086
-7% -$34.4K ﹤0.01% 4213
2023
Q4
$498K Buy
28,076
+11,510
+69% +$204K ﹤0.01% 3975
2023
Q3
$156K Sell
16,566
-508
-3% -$4.78K ﹤0.01% 4430
2023
Q2
$192K Buy
17,074
+8,319
+95% +$93.4K ﹤0.01% 4476
2023
Q1
$63.3K Sell
8,755
-25
-0.3% -$181 ﹤0.01% 5194
2022
Q4
$82K Buy
8,780
+3,321
+61% +$31K ﹤0.01% 5152
2022
Q3
$54K Sell
5,459
-2,064
-27% -$20.4K ﹤0.01% 5224
2022
Q2
$120K Sell
7,523
-12,386
-62% -$198K ﹤0.01% 4304
2022
Q1
$455K Buy
+19,909
New +$455K ﹤0.01% 3826