Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
134,337
-81,496
-38% -$1.28M ﹤0.01% 1992
2025
Q1
$4.12M Sell
215,833
-125,131
-37% -$2.39M ﹤0.01% 1548
2024
Q4
$8.13M Buy
340,964
+144,216
+73% +$3.44M ﹤0.01% 1086
2024
Q3
$5.51M Buy
196,748
+112,073
+132% +$3.14M ﹤0.01% 1278
2024
Q2
$2.21M Buy
84,675
+6,383
+8% +$167K ﹤0.01% 1693
2024
Q1
$1.71M Buy
78,292
+8,289
+12% +$181K ﹤0.01% 1948
2023
Q4
$1.63M Buy
70,003
+23,943
+52% +$557K ﹤0.01% 1796
2023
Q3
$909K Sell
46,060
-48,307
-51% -$953K ﹤0.01% 1989
2023
Q2
$2.14M Buy
94,367
+30,580
+48% +$693K ﹤0.01% 1646
2023
Q1
$1.25M Buy
63,787
+33,767
+112% +$663K ﹤0.01% 1856
2022
Q4
$516K Buy
+30,020
New +$516K ﹤0.01% 2510