Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
46,275
+1,914
+4% +$57.3K ﹤0.01% 648
2025
Q1
$973K Sell
44,361
-400
-0.9% -$8.77K ﹤0.01% 620
2024
Q4
$984K Sell
44,761
-55
-0.1% -$1.21K ﹤0.01% 633
2024
Q3
$1.1M Buy
44,816
+3,573
+9% +$87.7K ﹤0.01% 603
2024
Q2
$864K Sell
41,243
-21,857
-35% -$458K ﹤0.01% 659
2024
Q1
$1.12M Buy
63,100
+23,242
+58% +$413K ﹤0.01% 660
2023
Q4
$645K Sell
39,858
-21
-0.1% -$340 ﹤0.01% 803
2023
Q3
$678K Sell
39,879
-120
-0.3% -$2.04K ﹤0.01% 733
2023
Q2
$696K Buy
39,999
+7,459
+23% +$130K ﹤0.01% 853
2023
Q1
$521K Sell
32,540
-98,210
-75% -$1.57M ﹤0.01% 920
2022
Q4
$1.92M Buy
130,750
+49,639
+61% +$730K 0.01% 711
2022
Q3
$1.35M Buy
81,111
+236
+0.3% +$3.93K 0.01% 879
2022
Q2
$1.03M Sell
80,875
-3,318
-4% -$42.3K 0.01% 960
2022
Q1
$1.49M Buy
+84,193
New +$1.49M 0.01% 918