Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
18,562
-42
-0.2% -$3.21K 0.01% 561
2025
Q1
$1.3M Buy
18,604
+34
+0.2% +$2.37K 0.01% 559
2024
Q4
$1.14M Buy
18,570
+123
+0.7% +$7.53K 0.01% 602
2024
Q3
$1.09M Sell
18,447
-5,161
-22% -$306K 0.01% 624
2024
Q2
$1.34M Sell
23,608
-45,592
-66% -$2.59M 0.01% 543
2024
Q1
$4.27M Buy
69,200
+51,278
+286% +$3.16M 0.03% 351
2023
Q4
$855K Sell
17,922
-7
-0% -$334 0.01% 655
2023
Q3
$625K Hold
17,929
﹤0.01% 720
2023
Q2
$503K Buy
17,929
+182
+1% +$5.11K ﹤0.01% 804
2023
Q1
$461K Buy
17,747
+422
+2% +$11K ﹤0.01% 834
2022
Q4
$451K Sell
17,325
-674
-4% -$17.6K ﹤0.01% 832
2022
Q3
$375K Buy
17,999
+1,437
+9% +$29.9K ﹤0.01% 872
2022
Q2
$243K Buy
+16,562
New +$243K ﹤0.01% 1028