Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
23,253
-355
-2% -$7.76K ﹤0.01% 851
2025
Q1
$462K Sell
23,608
-323
-1% -$6.33K ﹤0.01% 840
2024
Q4
$375K Buy
23,931
+1,673
+8% +$26.2K ﹤0.01% 910
2024
Q3
$404K Buy
22,258
+4,228
+23% +$76.8K ﹤0.01% 860
2024
Q2
$309K Buy
18,030
+1,846
+11% +$31.6K ﹤0.01% 917
2024
Q1
$267K Buy
16,184
+3,331
+26% +$54.9K ﹤0.01% 951
2023
Q4
$193K Sell
12,853
-1,045
-8% -$15.7K ﹤0.01% 995
2023
Q3
$183K Sell
13,898
-20,777
-60% -$274K ﹤0.01% 980
2023
Q2
$467K Buy
34,675
+906
+3% +$12.2K ﹤0.01% 745
2023
Q1
$401K Sell
33,769
-4,716
-12% -$56K ﹤0.01% 766
2022
Q4
$468K Sell
38,485
-5,141
-12% -$62.5K ﹤0.01% 702
2022
Q3
$371K Buy
43,626
+2,317
+6% +$19.7K ﹤0.01% 740
2022
Q2
$410K Buy
+41,309
New +$410K ﹤0.01% 715