Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
945
-696
-42% -$122K ﹤0.01% 1433
2025
Q1
$297K Buy
1,641
+560
+52% +$101K ﹤0.01% 1265
2024
Q4
$226K Buy
1,081
+429
+66% +$89.8K ﹤0.01% 1462
2024
Q3
$140K Sell
652
-2,555
-80% -$548K ﹤0.01% 1809
2024
Q2
$645K Buy
3,207
+2,290
+250% +$461K ﹤0.01% 1336
2024
Q1
$224K Sell
917
-8,705
-90% -$2.12M ﹤0.01% 1778
2023
Q4
$2.09M Buy
9,622
+8,201
+577% +$1.78M ﹤0.01% 628
2023
Q3
$296K Buy
+1,421
New +$296K ﹤0.01% 1344
2023
Q1
Sell
-18,989
Closed -$4.34M 2416
2022
Q4
$4.34M Buy
+18,989
New +$4.34M 0.08% 283
2022
Q1
Sell
-36,910
Closed -$8.72M 2341
2021
Q4
$8.72M Buy
+36,910
New +$8.72M 0.27% 74
2021
Q2
Sell
-12,003
Closed -$2.51K 1403
2021
Q1
$2.51K Buy
12,003
+5,206
+77% +$1.09K 0.15% 104
2020
Q4
$1.35K Sell
6,797
-7,025
-51% -$1.4K 0.09% 185
2020
Q3
$2.52M Buy
+13,822
New +$2.52M 0.28% 75