Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
234,912
-117,111
-33% -$800K ﹤0.01% 2381
2025
Q1
$1.39M Buy
352,023
+130,942
+59% +$516K ﹤0.01% 2275
2024
Q4
$809K Buy
221,081
+12,233
+6% +$44.8K ﹤0.01% 2763
2024
Q3
$689K Buy
208,848
+76,959
+58% +$254K ﹤0.01% 2815
2024
Q2
$465K Sell
131,889
-59,548
-31% -$210K ﹤0.01% 2571
2024
Q1
$1.5M Buy
191,437
+21,457
+13% +$168K ﹤0.01% 2126
2023
Q4
$1.77M Buy
169,980
+59,937
+54% +$622K ﹤0.01% 2238
2023
Q3
$1.35M Sell
110,043
-8,865
-7% -$109K ﹤0.01% 1899
2023
Q2
$2.19M Buy
118,908
+147
+0.1% +$2.7K ﹤0.01% 1690
2023
Q1
$1.94M Buy
118,761
+92,690
+356% +$1.51M ﹤0.01% 1676
2022
Q4
$401K Sell
26,071
-28,833
-53% -$443K ﹤0.01% 2720
2022
Q3
$894K Sell
54,904
-167,970
-75% -$2.74M ﹤0.01% 2218
2022
Q2
$3.53M Buy
222,874
+165,566
+289% +$2.62M ﹤0.01% 1259
2022
Q1
$1.27M Buy
+57,308
New +$1.27M ﹤0.01% 2121