Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
88,687
+10,324
+13% +$56.6K ﹤0.01% 1728
2025
Q1
$409K Buy
78,363
+42,018
+116% +$219K ﹤0.01% 1749
2024
Q4
$234K Sell
36,345
-252
-0.7% -$1.62K ﹤0.01% 2214
2024
Q3
$226K Buy
36,597
+2,039
+6% +$12.6K ﹤0.01% 2167
2024
Q2
$204K Sell
34,558
-13,686
-28% -$80.7K ﹤0.01% 2188
2024
Q1
$344K Buy
48,244
+16,216
+51% +$116K ﹤0.01% 1942
2023
Q4
$254K Buy
32,028
+6,395
+25% +$50.7K ﹤0.01% 1906
2023
Q3
$162K Buy
+25,633
New +$162K ﹤0.01% 1974
2023
Q2
Sell
-15,087
Closed -$131K 2207
2023
Q1
$131K Buy
+15,087
New +$131K ﹤0.01% 2039
2022
Q4
Sell
-14,303
Closed -$126K 2633
2022
Q3
$126K Sell
14,303
-2,944
-17% -$25.9K ﹤0.01% 2278
2022
Q2
$164K Sell
17,247
-4,667
-21% -$44.4K ﹤0.01% 2499
2022
Q1
$287K Buy
21,914
+968
+5% +$12.7K ﹤0.01% 2418
2021
Q4
$362K Buy
+20,946
New +$362K ﹤0.01% 2190