Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
50,969
+6,723
+15% +$47.3K ﹤0.01% 4012
2025
Q1
$343K Buy
44,246
+760
+2% +$5.9K ﹤0.01% 3912
2024
Q4
$358K Buy
43,486
+13,035
+43% +$107K ﹤0.01% 3939
2024
Q3
$227K Sell
30,451
-1,199
-4% -$8.92K ﹤0.01% 4103
2024
Q2
$273K Buy
31,650
+3,945
+14% +$34K ﹤0.01% 3955
2024
Q1
$304K Sell
27,705
-4,049
-13% -$44.5K ﹤0.01% 3858
2023
Q4
$468K Buy
31,754
+6,860
+28% +$101K ﹤0.01% 3565
2023
Q3
$236K Sell
24,894
-11,633
-32% -$111K ﹤0.01% 3951
2023
Q2
$392K Buy
36,527
+21,624
+145% +$232K ﹤0.01% 3909
2023
Q1
$132K Buy
14,903
+14,443
+3,140% +$128K ﹤0.01% 4404
2022
Q4
$4.85K Sell
460
-809
-64% -$8.54K ﹤0.01% 5455
2022
Q3
$15K Sell
1,269
-380
-23% -$4.49K ﹤0.01% 5201
2022
Q2
$17K Sell
1,649
-1,318
-44% -$13.6K ﹤0.01% 5247
2022
Q1
$37K Sell
2,967
-4,928
-62% -$61.5K ﹤0.01% 5458
2021
Q4
$154K Buy
+7,895
New +$154K ﹤0.01% 5033