Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Sell
47,528
-3,016
-6% -$47.4K ﹤0.01% 1259
2025
Q1
$580K Sell
50,544
-3,890
-7% -$44.7K ﹤0.01% 1459
2024
Q4
$727K Buy
54,434
+18,371
+51% +$245K ﹤0.01% 1482
2024
Q3
$449K Buy
36,063
+7,092
+24% +$88.2K ﹤0.01% 1456
2024
Q2
$388K Sell
28,971
-539,765
-95% -$7.23M ﹤0.01% 1401
2024
Q1
$9.5M Sell
568,736
-647,971
-53% -$10.8M ﹤0.01% 851
2023
Q4
$16.4M Buy
1,216,707
+958,532
+371% +$12.9M 0.01% 748
2023
Q3
$2.6M Sell
258,175
-271,598
-51% -$2.73M ﹤0.01% 1115
2023
Q2
$5.37M Sell
529,773
-295,926
-36% -$3M ﹤0.01% 969
2023
Q1
$7.75M Buy
825,699
+268,831
+48% +$2.52M ﹤0.01% 900
2022
Q4
$7.71M Buy
556,868
+295,896
+113% +$4.1M ﹤0.01% 908
2022
Q3
$3.59M Buy
260,972
+45,544
+21% +$626K ﹤0.01% 1040
2022
Q2
$2.6M Buy
215,428
+26,159
+14% +$316K ﹤0.01% 1053
2022
Q1
$6.55M Buy
189,269
+6,493
+4% +$225K ﹤0.01% 913
2021
Q4
$7.79M Buy
182,776
+38,254
+26% +$1.63M ﹤0.01% 903
2021
Q3
$7.75M Buy
144,522
+42,528
+42% +$2.28M 0.01% 901
2021
Q2
$6.17M Buy
+101,994
New +$6.17M ﹤0.01% 957