Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
17,331
+6,808
+65% +$327K 0.01% 923
2025
Q1
$511K Sell
10,523
-1,288
-11% -$62.5K ﹤0.01% 972
2024
Q4
$577K Buy
11,811
+2,279
+24% +$111K 0.01% 800
2024
Q3
$592K Sell
9,532
-1,433
-13% -$89K 0.01% 698
2024
Q2
$626K Buy
10,965
+1,202
+12% +$68.6K 0.01% 588
2024
Q1
$563K Buy
9,763
+396
+4% +$22.8K 0.01% 588
2023
Q4
$640K Buy
9,367
+2,449
+35% +$167K 0.01% 517
2023
Q3
$393K Sell
6,918
-44
-0.6% -$2.5K 0.01% 642
2023
Q2
$415K Buy
6,962
+1,270
+22% +$75.8K 0.01% 593
2023
Q1
$361K Sell
5,692
-596
-9% -$37.8K 0.01% 669
2022
Q4
$390K Sell
6,288
-593
-9% -$36.8K 0.01% 565
2022
Q3
$344K Sell
6,881
-761
-10% -$38K 0.01% 630
2022
Q2
$429K Buy
7,642
+2,485
+48% +$140K 0.01% 512
2022
Q1
$355K Buy
5,157
+1,386
+37% +$95.4K 0.01% 595
2021
Q4
$203K Buy
+3,771
New +$203K ﹤0.01% 692