Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
94,235
+6,586
+8% +$22.6K ﹤0.01% 1168
2025
Q1
$334K Sell
87,649
-5,126
-6% -$19.5K ﹤0.01% 1054
2024
Q4
$404K Buy
92,775
+38,960
+72% +$170K ﹤0.01% 935
2024
Q3
$359K Buy
53,815
+250
+0.5% +$1.67K ﹤0.01% 974
2024
Q2
$223K Sell
53,565
-1,210
-2% -$5.03K ﹤0.01% 1105
2024
Q1
$246K Sell
54,775
-1,545
-3% -$6.95K ﹤0.01% 1020
2023
Q4
$511K Buy
56,320
+2,075
+4% +$18.8K 0.01% 772
2023
Q3
$490K Sell
54,245
-1,285
-2% -$11.6K 0.01% 724
2023
Q2
$538K Buy
55,530
+3,100
+6% +$30K 0.01% 682
2023
Q1
$551K Buy
52,430
+3,982
+8% +$41.9K 0.01% 625
2022
Q4
$472K Buy
48,448
+2,093
+5% +$20.4K 0.01% 630
2022
Q3
$731K Buy
46,355
+282
+0.6% +$4.45K 0.01% 469
2022
Q2
$1M Buy
46,073
+7,136
+18% +$155K 0.02% 410
2022
Q1
$820K Buy
38,937
+7,462
+24% +$157K 0.01% 459
2021
Q4
$997K Sell
31,475
-64
-0.2% -$2.03K 0.02% 399
2021
Q3
$1.12M Sell
31,539
-11,889
-27% -$424K 0.02% 358
2021
Q2
$2.31M Buy
43,428
+2,613
+6% +$139K 0.04% 244
2021
Q1
$1.59M Buy
+40,815
New +$1.59M 0.03% 279