Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Hold
28,077
﹤0.01% 750
2025
Q1
$591K Sell
28,077
-1,565
-5% -$32.9K ﹤0.01% 782
2024
Q4
$1.02M Hold
29,642
0.01% 625
2024
Q3
$718K Hold
29,642
﹤0.01% 758
2024
Q2
$858K Hold
29,642
0.01% 670
2024
Q1
$802K Sell
29,642
-153
-0.5% -$4.14K 0.01% 688
2023
Q4
$855K Hold
29,795
0.01% 654
2023
Q3
$760K Buy
29,795
+200
+0.7% +$5.1K 0.01% 657
2023
Q2
$1.08M Sell
29,595
-946
-3% -$34.5K 0.01% 561
2023
Q1
$1.03M Hold
30,541
0.01% 561
2022
Q4
$342K Buy
30,541
+15,684
+106% +$176K ﹤0.01% 932
2022
Q3
$186K Sell
14,857
-19
-0.1% -$238 ﹤0.01% 1084
2022
Q2
$272K Buy
+14,876
New +$272K ﹤0.01% 984