Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
108,720
-22,189
-17% -$349K ﹤0.01% 1783
2025
Q1
$2.5M Sell
130,909
-7,525
-5% -$144K ﹤0.01% 1593
2024
Q4
$3.3M Buy
138,434
+56,304
+69% +$1.34M ﹤0.01% 1531
2024
Q3
$2.3M Buy
82,130
+14,341
+21% +$402K ﹤0.01% 1643
2024
Q2
$1.77M Sell
67,789
-9,591
-12% -$251K ﹤0.01% 1684
2024
Q1
$1.69M Sell
77,380
-2,373
-3% -$51.9K ﹤0.01% 1725
2023
Q4
$1.86M Buy
79,753
+299
+0.4% +$6.96K ﹤0.01% 1695
2023
Q3
$1.57M Buy
79,454
+6,416
+9% +$127K ﹤0.01% 1459
2023
Q2
$1.66M Buy
73,038
+41,159
+129% +$933K ﹤0.01% 1714
2023
Q1
$626K Buy
31,879
+215
+0.7% +$4.22K ﹤0.01% 2362
2022
Q4
$545K Buy
+31,664
New +$545K ﹤0.01% 2399