Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
22,199
-6,725
-23% -$86K ﹤0.01% 1461
2025
Q1
$298K Buy
28,924
+776
+3% +$8K ﹤0.01% 1432
2024
Q4
$358K Buy
28,148
+836
+3% +$10.6K ﹤0.01% 1415
2024
Q3
$350K Buy
27,312
+1,811
+7% +$23.2K ﹤0.01% 1432
2024
Q2
$323K Buy
25,501
+166
+0.7% +$2.1K ﹤0.01% 1451
2024
Q1
$574K Sell
25,335
-56,813
-69% -$1.29M ﹤0.01% 1259
2023
Q4
$2.04M Buy
82,148
+6,303
+8% +$157K 0.02% 904
2023
Q3
$1.3M Sell
75,845
-1,443
-2% -$24.7K 0.01% 1026
2023
Q2
$1.28M Buy
77,288
+14,611
+23% +$242K 0.01% 1038
2023
Q1
$1.1M Sell
62,677
-8,866
-12% -$156K 0.01% 1083
2022
Q4
$909K Buy
71,543
+1,664
+2% +$21.1K 0.01% 1192
2022
Q3
$881K Buy
69,879
+1,135
+2% +$14.3K 0.01% 1157
2022
Q2
$1.25M Buy
+68,744
New +$1.25M 0.01% 1069