Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
138,543
-58,097
-30% -$526K ﹤0.01% 2380
2025
Q1
$1.26M Buy
196,640
+21,841
+12% +$140K ﹤0.01% 2407
2024
Q4
$1.66M Buy
174,799
+35,989
+26% +$342K ﹤0.01% 2252
2024
Q3
$1.13M Buy
138,810
+65,987
+91% +$539K ﹤0.01% 2474
2024
Q2
$985K Buy
72,823
+37,399
+106% +$506K ﹤0.01% 2273
2024
Q1
$248K Buy
35,424
+3,061
+9% +$21.5K ﹤0.01% 3179
2023
Q4
$355K Buy
32,363
+16,413
+103% +$180K ﹤0.01% 2902
2023
Q3
$175K Sell
15,950
-44,112
-73% -$484K ﹤0.01% 3041
2023
Q2
$948K Buy
60,062
+44,966
+298% +$710K ﹤0.01% 2280
2023
Q1
$197K Buy
15,096
+2,683
+22% +$35K ﹤0.01% 3131
2022
Q4
$135K Buy
12,413
+690
+6% +$7.51K ﹤0.01% 3215
2022
Q3
$188K Sell
11,723
-8,792
-43% -$141K ﹤0.01% 3123
2022
Q2
$160K Sell
20,515
-2,507
-11% -$19.6K ﹤0.01% 3305
2022
Q1
$287K Buy
23,022
+12,977
+129% +$162K ﹤0.01% 3197
2021
Q4
$240K Buy
+10,045
New +$240K ﹤0.01% 3504