Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
164,289
+49,940
+44% +$475K ﹤0.01% 2391
2025
Q1
$1.39M Sell
114,349
-56,179
-33% -$682K ﹤0.01% 2274
2024
Q4
$2.4M Sell
170,528
-30,945
-15% -$435K ﹤0.01% 2085
2024
Q3
$3.5M Buy
201,473
+34,032
+20% +$590K ﹤0.01% 1777
2024
Q2
$2.76M Sell
167,441
-3,571
-2% -$58.9K ﹤0.01% 1491
2024
Q1
$3.14M Sell
171,012
-83,534
-33% -$1.53M ﹤0.01% 1630
2023
Q4
$4.6M Buy
254,546
+38,586
+18% +$697K ﹤0.01% 1551
2023
Q3
$3.81M Buy
215,960
+39,265
+22% +$693K ﹤0.01% 1303
2023
Q2
$3.45M Buy
176,695
+1,907
+1% +$37.2K ﹤0.01% 1435
2023
Q1
$3.39M Sell
174,788
-4,292
-2% -$83.3K ﹤0.01% 1305
2022
Q4
$3.81M Sell
179,080
-6,054
-3% -$129K ﹤0.01% 1262
2022
Q3
$4.1M Buy
185,134
+6,599
+4% +$146K ﹤0.01% 1209
2022
Q2
$4.42M Buy
178,535
+628
+0.4% +$15.6K ﹤0.01% 1168
2022
Q1
$6.19M Buy
+177,907
New +$6.19M ﹤0.01% 1067