Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
19,964
+385
+2% +$26.6K ﹤0.01% 1001
2025
Q1
$885K Buy
19,579
+3,000
+18% +$136K ﹤0.01% 1143
2024
Q4
$1.01M Sell
16,579
-486
-3% -$29.6K ﹤0.01% 1117
2024
Q3
$697K Buy
17,065
+1,410
+9% +$57.6K ﹤0.01% 1313
2024
Q2
$473K Sell
15,655
-1,511
-9% -$45.6K ﹤0.01% 1524
2024
Q1
$640K Buy
17,166
+918
+6% +$34.2K ﹤0.01% 1342
2023
Q4
$798K Buy
16,248
+3,155
+24% +$155K ﹤0.01% 1237
2023
Q3
$278K Buy
13,093
+403
+3% +$8.57K ﹤0.01% 1679
2023
Q2
$195K Buy
12,690
+1,544
+14% +$23.7K ﹤0.01% 1857
2023
Q1
$126K Buy
11,146
+3,665
+49% +$41.3K ﹤0.01% 2078
2022
Q4
$72.3K Buy
7,481
+6,048
+422% +$58.5K ﹤0.01% 2336
2022
Q3
$27K Buy
1,433
+1,365
+2,007% +$25.7K ﹤0.01% 2861
2022
Q2
$1K Hold
68
﹤0.01% 3895
2022
Q1
$3K Sell
68
-1,184
-95% -$52.2K ﹤0.01% 3684
2021
Q4
$126K Buy
1,252
+44
+4% +$4.43K ﹤0.01% 2182
2021
Q3
$144K Buy
1,208
+1,134
+1,532% +$135K ﹤0.01% 2092
2021
Q2
$5K Buy
+74
New +$5K ﹤0.01% 3571