Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Buy
88,783
+7,284
+9% +$61.2K ﹤0.01% 4278
2025
Q1
$300K Sell
81,499
-363
-0.4% -$1.34K ﹤0.01% 4481
2024
Q4
$364K Buy
81,862
+3,678
+5% +$16.4K ﹤0.01% 4446
2024
Q3
$351K Buy
78,184
+7,226
+10% +$32.4K ﹤0.01% 4360
2024
Q2
$292K Buy
70,958
+8,059
+13% +$33.2K ﹤0.01% 4419
2024
Q1
$271K Hold
62,899
﹤0.01% 4466
2023
Q4
$332K Sell
62,899
-11
-0% -$58 ﹤0.01% 4451
2023
Q3
$282K Sell
62,910
-222
-0.4% -$995 ﹤0.01% 4514
2023
Q2
$301K Sell
63,132
-72,578
-53% -$346K ﹤0.01% 4541
2023
Q1
$616K Buy
135,710
+20,895
+18% +$94.9K ﹤0.01% 4400
2022
Q4
$899K Buy
114,815
+11,862
+12% +$92.8K ﹤0.01% 4357
2022
Q3
$1.54M Buy
102,953
+999
+1% +$15K ﹤0.01% 4225
2022
Q2
$2.43M Buy
101,954
+26,989
+36% +$642K ﹤0.01% 4091
2022
Q1
$4.67M Buy
74,965
+622
+0.8% +$38.7K ﹤0.01% 3922
2021
Q4
$2.78M Buy
74,343
+4,215
+6% +$158K ﹤0.01% 4200
2021
Q3
$5.49M Buy
+70,128
New +$5.49M ﹤0.01% 3865