Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Buy
5,100
+383
+8% +$46.2K ﹤0.01% 2337
2025
Q1
$550K Sell
4,717
-84
-2% -$9.79K ﹤0.01% 2419
2024
Q4
$576K Buy
4,801
+319
+7% +$38.3K ﹤0.01% 2502
2024
Q3
$476K Buy
4,482
+100
+2% +$10.6K ﹤0.01% 2443
2024
Q2
$414K Sell
4,382
-692
-14% -$65.3K ﹤0.01% 2385
2024
Q1
$561K Buy
5,074
+264
+5% +$29.2K ﹤0.01% 2255
2023
Q4
$417K Buy
4,810
+1,029
+27% +$89.1K ﹤0.01% 2420
2023
Q3
$266K Sell
3,781
-208
-5% -$14.6K ﹤0.01% 2564
2023
Q2
$265K Sell
3,989
-777
-16% -$51.7K ﹤0.01% 2718
2023
Q1
$282K Buy
4,766
+40
+0.8% +$2.36K ﹤0.01% 2821
2022
Q4
$222K Buy
4,726
+2,528
+115% +$119K ﹤0.01% 2910
2022
Q3
$73K Sell
2,198
-2,679
-55% -$89K ﹤0.01% 3432
2022
Q2
$214K Buy
+4,877
New +$214K ﹤0.01% 3105