Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.41M Sell
156,238
-38,076
-20% -$1.81M ﹤0.01% 867
2025
Q1
$9.97M Buy
194,314
+13,169
+7% +$676K ﹤0.01% 832
2024
Q4
$10.4M Sell
181,145
-29,611
-14% -$1.7M ﹤0.01% 837
2024
Q3
$14.4M Sell
210,756
-12,793
-6% -$874K 0.01% 779
2024
Q2
$14.4M Buy
223,549
+35,469
+19% +$2.28M 0.01% 768
2024
Q1
$11.7M Buy
188,080
+16,628
+10% +$1.03M 0.01% 805
2023
Q4
$9.23M Buy
171,452
+171,343
+157,195% +$9.23M ﹤0.01% 860
2023
Q3
$6.63K Hold
109
﹤0.01% 1971
2023
Q2
$7.16K Buy
+109
New +$7.16K ﹤0.01% 1994