Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Sell
38,351
-18,480
-33% -$454K ﹤0.01% 3265
2025
Q1
$1.2M Sell
56,831
-2,814
-5% -$59.2K ﹤0.01% 3106
2024
Q4
$2.05M Buy
59,645
+12,504
+27% +$431K ﹤0.01% 2890
2024
Q3
$1.14M Sell
47,141
-10,263
-18% -$249K ﹤0.01% 3154
2024
Q2
$1.66M Sell
57,404
-34,090
-37% -$987K ﹤0.01% 2944
2024
Q1
$2.45M Buy
91,494
+36,826
+67% +$985K ﹤0.01% 2776
2023
Q4
$1.57M Sell
54,668
-1,347
-2% -$38.7K ﹤0.01% 2993
2023
Q3
$1.43M Buy
56,015
+22,311
+66% +$569K ﹤0.01% 2982
2023
Q2
$1.23M Buy
33,704
+4,925
+17% +$179K ﹤0.01% 3084
2023
Q1
$966K Sell
28,779
-914
-3% -$30.7K ﹤0.01% 3171
2022
Q4
$332K Buy
29,693
+899
+3% +$10.1K ﹤0.01% 3551
2022
Q3
$360K Sell
28,794
-8,711
-23% -$109K ﹤0.01% 3507
2022
Q2
$685K Buy
37,505
+12,899
+52% +$236K ﹤0.01% 3270
2022
Q1
$558K Sell
24,606
-26,937
-52% -$611K ﹤0.01% 3442
2021
Q4
$1.63M Buy
51,543
+7,762
+18% +$245K ﹤0.01% 3040
2021
Q3
$2.03M Buy
43,781
+36,536
+504% +$1.69M ﹤0.01% 2868
2021
Q2
$453K Buy
+7,245
New +$453K ﹤0.01% 3488