Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
67,068
+19,756
+42% +$192K 0.01% 928
2025
Q1
$472K Sell
47,312
-1,650
-3% -$16.5K ﹤0.01% 933
2024
Q4
$434K Buy
48,962
+12,896
+36% +$114K ﹤0.01% 911
2024
Q3
$421K Buy
36,066
+6,136
+21% +$71.7K ﹤0.01% 922
2024
Q2
$334K Buy
29,930
+5,931
+25% +$66.2K ﹤0.01% 962
2024
Q1
$293K Buy
23,999
+6,383
+36% +$77.8K ﹤0.01% 963
2023
Q4
$279K Buy
17,616
+1,070
+6% +$17K ﹤0.01% 961
2023
Q3
$222K Buy
16,546
+82
+0.5% +$1.1K ﹤0.01% 970
2023
Q2
$221K Buy
+16,464
New +$221K ﹤0.01% 956
2023
Q1
Sell
-11,125
Closed -$189K 1006
2022
Q4
$189K Sell
11,125
-3,272
-23% -$55.5K ﹤0.01% 863
2022
Q3
$192K Buy
+14,397
New +$192K ﹤0.01% 826