Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
23,639
+852
+4% +$23.6K ﹤0.01% 3403
2025
Q1
$574K Buy
22,787
+31
+0.1% +$780 ﹤0.01% 3402
2024
Q4
$611K Hold
22,756
﹤0.01% 3418
2024
Q3
$540K Sell
22,756
-5,292
-19% -$126K ﹤0.01% 3436
2024
Q2
$571K Sell
28,048
-2,907
-9% -$59.2K ﹤0.01% 3374
2024
Q1
$638K Buy
30,955
+5,292
+21% +$109K ﹤0.01% 3340
2023
Q4
$605K Buy
25,663
+1,941
+8% +$45.8K ﹤0.01% 3377
2023
Q3
$456K Sell
23,722
-5
-0% -$96 ﹤0.01% 3442
2023
Q2
$396K Sell
23,727
-1,259
-5% -$21K ﹤0.01% 3516
2023
Q1
$427K Buy
24,986
+4,062
+19% +$69.4K ﹤0.01% 3485
2022
Q4
$397K Hold
20,924
﹤0.01% 3489
2022
Q3
$368K Buy
+20,924
New +$368K ﹤0.01% 3500