Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Sell
1,169
-174
-13% -$95.9K ﹤0.01% 795
2025
Q1
$795K Sell
1,343
-107
-7% -$63.3K ﹤0.01% 699
2024
Q4
$892K Sell
1,450
-78
-5% -$48K 0.01% 653
2024
Q3
$828K Buy
1,528
+81
+6% +$43.9K ﹤0.01% 663
2024
Q2
$622K Buy
1,447
+152
+12% +$65.4K ﹤0.01% 712
2024
Q1
$510K Sell
1,295
-258
-17% -$102K ﹤0.01% 784
2023
Q4
$591K Buy
1,553
+146
+10% +$55.5K ﹤0.01% 704
2023
Q3
$692K Buy
1,407
+148
+12% +$72.8K 0.01% 622
2023
Q2
$491K Sell
1,259
-106
-8% -$41.3K ﹤0.01% 730
2023
Q1
$509K Buy
1,365
+239
+21% +$89K ﹤0.01% 695
2022
Q4
$427K Sell
1,126
-105
-9% -$39.8K ﹤0.01% 728
2022
Q3
$435K Sell
1,231
-302
-20% -$107K ﹤0.01% 702
2022
Q2
$581K Buy
1,533
+52
+4% +$19.7K ﹤0.01% 629
2022
Q1
$467K Buy
1,481
+102
+7% +$32.2K ﹤0.01% 738
2021
Q4
$483K Buy
1,379
+405
+42% +$142K ﹤0.01% 743
2021
Q3
$294K Buy
974
+83
+9% +$25.1K ﹤0.01% 867
2021
Q2
$268K Buy
+891
New +$268K ﹤0.01% 830