Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
688
-258
-27% -$132K 0.01% 477
2025
Q1
$406K Sell
946
-917
-49% -$393K 0.01% 433
2024
Q4
$904K Sell
1,863
-947
-34% -$460K 0.01% 336
2024
Q3
$1.42M Sell
2,810
-12,264
-81% -$6.21M 0.02% 282
2024
Q2
$8.97M Sell
15,074
-358
-2% -$213K 0.15% 119
2024
Q1
$8.82M Sell
15,432
-863
-5% -$493K 0.14% 128
2023
Q4
$8.39M Buy
16,295
+14,576
+848% +$7.51M 0.12% 132
2023
Q3
$789K Buy
1,719
+22
+1% +$10.1K 0.01% 349
2023
Q2
$739K Hold
1,697
0.01% 377
2023
Q1
$655K Hold
1,697
0.01% 383
2022
Q4
$542K Buy
1,697
+4
+0.2% +$1.28K 0.01% 406
2022
Q3
$517K Sell
1,693
-82
-5% -$25K 0.01% 435
2022
Q2
$539K Buy
1,775
+35
+2% +$10.6K 0.01% 458
2022
Q1
$580K Hold
1,740
0.01% 456
2021
Q4
$641K Buy
+1,740
New +$641K 0.01% 448