Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
101,594
-9,595
-9% -$134K ﹤0.01% 1889
2025
Q1
$1.61M Buy
111,189
+51,973
+88% +$751K ﹤0.01% 1863
2024
Q4
$802K Buy
59,216
+19,942
+51% +$270K ﹤0.01% 2336
2024
Q3
$640K Buy
39,274
+9,202
+31% +$150K ﹤0.01% 2292
2024
Q2
$368K Sell
30,072
-5,044
-14% -$61.7K ﹤0.01% 2464
2024
Q1
$419K Buy
35,116
+1,047
+3% +$12.5K ﹤0.01% 2400
2023
Q4
$419K Sell
34,069
-774
-2% -$9.51K ﹤0.01% 2415
2023
Q3
$403K Buy
34,843
+4,541
+15% +$52.6K ﹤0.01% 2281
2023
Q2
$410K Buy
+30,302
New +$410K ﹤0.01% 2462