Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$755K Buy
25,967
+10,375
+67% +$302K ﹤0.01% 2821
2025
Q1
$379K Sell
15,592
-6,454
-29% -$157K ﹤0.01% 2999
2024
Q4
$473K Buy
22,046
+1,410
+7% +$30.3K ﹤0.01% 3082
2024
Q3
$412K Buy
20,636
+10,062
+95% +$201K ﹤0.01% 3099
2024
Q2
$171K Sell
10,574
-3,702
-26% -$59.9K ﹤0.01% 3127
2024
Q1
$220K Sell
14,276
-6,539
-31% -$101K ﹤0.01% 3292
2023
Q4
$396K Buy
20,815
+10,883
+110% +$207K ﹤0.01% 3131
2023
Q3
$154K Buy
9,932
+1,363
+16% +$21.1K ﹤0.01% 3137
2023
Q2
$182K Sell
8,569
-1,253
-13% -$26.6K ﹤0.01% 3134
2023
Q1
$240K Buy
9,822
+3,714
+61% +$90.8K ﹤0.01% 3044
2022
Q4
$152K Buy
6,108
+2,162
+55% +$53.8K ﹤0.01% 3243
2022
Q3
$73K Sell
3,946
-44
-1% -$814 ﹤0.01% 3528
2022
Q2
$68K Sell
3,990
-858
-18% -$14.6K ﹤0.01% 3619
2022
Q1
$77K Buy
+4,848
New +$77K ﹤0.01% 3798