Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
193,668
+670
+0.3% +$1.9K ﹤0.01% 3001
2025
Q1
$588K Sell
192,998
-36,601
-16% -$112K ﹤0.01% 2745
2024
Q4
$874K Buy
229,599
+13,035
+6% +$49.6K ﹤0.01% 2711
2024
Q3
$985K Sell
216,564
-255,201
-54% -$1.16M ﹤0.01% 2627
2024
Q2
$1.78M Buy
471,765
+257,356
+120% +$973K ﹤0.01% 1782
2024
Q1
$488K Sell
214,409
-142,590
-40% -$325K ﹤0.01% 2852
2023
Q4
$1.13M Buy
356,999
+211,429
+145% +$668K ﹤0.01% 2526
2023
Q3
$594K Buy
145,570
+77,118
+113% +$315K ﹤0.01% 2432
2023
Q2
$610K Sell
68,452
-59,342
-46% -$529K ﹤0.01% 2475
2023
Q1
$1.15M Buy
127,794
+65,157
+104% +$586K ﹤0.01% 2039
2022
Q4
$595K Buy
62,637
+30,812
+97% +$293K ﹤0.01% 2487
2022
Q3
$356K Buy
31,825
+12,334
+63% +$138K ﹤0.01% 2767
2022
Q2
$288K Buy
19,491
+9,890
+103% +$146K ﹤0.01% 2932
2022
Q1
$189K Buy
+9,601
New +$189K ﹤0.01% 3346