Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Sell
76,637
-13,320
-15% -$91K ﹤0.01% 3753
2025
Q1
$354K Buy
89,957
+3,759
+4% +$14.8K ﹤0.01% 3889
2024
Q4
$315K Buy
86,198
+17,937
+26% +$65.6K ﹤0.01% 4010
2024
Q3
$225K Buy
68,261
+8,168
+14% +$27K ﹤0.01% 4109
2024
Q2
$212K Buy
60,093
+18,148
+43% +$64.1K ﹤0.01% 4137
2024
Q1
$328K Buy
41,945
+2,082
+5% +$16.3K ﹤0.01% 3811
2023
Q4
$414K Buy
39,863
+3,873
+11% +$40.2K ﹤0.01% 3632
2023
Q3
$441K Sell
35,990
-35,006
-49% -$429K ﹤0.01% 3589
2023
Q2
$1.31M Buy
70,996
+62,464
+732% +$1.15M ﹤0.01% 3082
2023
Q1
$139K Buy
8,532
+462
+6% +$7.53K ﹤0.01% 4367
2022
Q4
$124K Sell
8,070
-102
-1% -$1.57K ﹤0.01% 4152
2022
Q3
$134K Sell
8,172
-86,801
-91% -$1.42M ﹤0.01% 4167
2022
Q2
$1.5M Buy
94,973
+2,807
+3% +$44.4K ﹤0.01% 2846
2022
Q1
$2.04M Buy
92,166
+41,268
+81% +$914K ﹤0.01% 3090
2021
Q4
$1.27M Buy
+50,898
New +$1.27M ﹤0.01% 3665