Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
11,033
+914
+9% +$45.6K ﹤0.01% 462
2025
Q1
$335K Buy
10,119
+348
+4% +$11.5K ﹤0.01% 611
2024
Q4
$375K Sell
9,771
-1,334
-12% -$51.2K ﹤0.01% 583
2024
Q3
$371K Buy
11,105
+55
+0.5% +$1.84K ﹤0.01% 589
2024
Q2
$326K Buy
11,050
+38
+0.3% +$1.12K ﹤0.01% 594
2024
Q1
$315K Sell
11,012
-3,783
-26% -$108K ﹤0.01% 590
2023
Q4
$340K Sell
14,795
-78
-0.5% -$1.79K ﹤0.01% 566
2023
Q3
$302K Buy
14,873
+41
+0.3% +$834 ﹤0.01% 573
2023
Q2
$309K Sell
14,832
-884
-6% -$18.4K ﹤0.01% 589
2023
Q1
$273K Sell
15,716
-143
-0.9% -$2.48K ﹤0.01% 635
2022
Q4
$256K Buy
15,859
+1,640
+12% +$26.5K ﹤0.01% 637
2022
Q3
$179K Buy
+14,219
New +$179K ﹤0.01% 673