Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
7,723
-4
-0.1% -$144 ﹤0.01% 2172
2025
Q1
$227K Sell
7,727
-69
-0.9% -$2.03K ﹤0.01% 2234
2024
Q4
$311K Buy
7,796
+12
+0.2% +$479 ﹤0.01% 2112
2024
Q3
$338K Sell
7,784
-10
-0.1% -$434 ﹤0.01% 2063
2024
Q2
$277K Sell
7,794
-1,053
-12% -$37.4K ﹤0.01% 2121
2024
Q1
$478K Sell
8,847
-889
-9% -$48K ﹤0.01% 1892
2023
Q4
$524K Buy
9,736
+1
+0% +$54 ﹤0.01% 1836
2023
Q3
$751K Buy
+9,735
New +$751K ﹤0.01% 1586
2022
Q4
$849K Sell
11,705
-3,275
-22% -$238K 0.01% 1543
2022
Q3
$922K Buy
14,980
+970
+7% +$59.7K 0.01% 1503
2022
Q2
$793K Buy
14,010
+135
+1% +$7.64K 0.01% 1643
2022
Q1
$640K Buy
+13,875
New +$640K ﹤0.01% 1773