Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
5,610
-152
-3% -$6.67K ﹤0.01% 1907
2025
Q1
$184K Sell
5,762
-1,437
-20% -$46K ﹤0.01% 2047
2024
Q4
$212K Buy
7,199
+512
+8% +$15.1K ﹤0.01% 2000
2024
Q3
$194K Buy
6,687
+798
+14% +$23.2K ﹤0.01% 2049
2024
Q2
$221K Sell
5,889
-1,053
-15% -$39.5K ﹤0.01% 1948
2024
Q1
$307K Sell
6,942
-150
-2% -$6.63K ﹤0.01% 1791
2023
Q4
$245K Sell
7,092
-292
-4% -$10.1K ﹤0.01% 1905
2023
Q3
$187K Buy
7,384
+5,337
+261% +$135K ﹤0.01% 1858
2023
Q2
$56.7K Buy
2,047
+940
+85% +$26K ﹤0.01% 2424
2023
Q1
$21.8K Buy
1,107
+40
+4% +$788 ﹤0.01% 2940
2022
Q4
$22.8K Sell
1,067
-3,054
-74% -$65.1K ﹤0.01% 2922
2022
Q3
$91K Sell
4,121
-840
-17% -$18.5K ﹤0.01% 2230
2022
Q2
$104K Buy
4,961
+2,750
+124% +$57.7K ﹤0.01% 2210
2022
Q1
$60K Buy
2,211
+2,119
+2,303% +$57.5K ﹤0.01% 2518
2021
Q4
$3K Buy
92
+6
+7% +$196 ﹤0.01% 3765
2021
Q3
$3K Sell
86
-1
-1% -$35 ﹤0.01% 3744
2021
Q2
$4K Sell
87
-969
-92% -$44.6K ﹤0.01% 3638
2021
Q1
$47K Sell
1,056
-915
-46% -$40.7K ﹤0.01% 2595
2020
Q4
$124K Buy
+1,971
New +$124K ﹤0.01% 2099