Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
121,079
+25,069
+26% +$75.7K ﹤0.01% 1306
2025
Q1
$294K Sell
96,010
-8,644
-8% -$26.5K ﹤0.01% 1197
2024
Q4
$370K Buy
104,654
+24,954
+31% +$88.3K ﹤0.01% 947
2024
Q3
$258K Buy
79,700
+5,186
+7% +$16.8K ﹤0.01% 973
2024
Q2
$227K Buy
74,514
+20,720
+39% +$63.2K ﹤0.01% 881
2024
Q1
$155K Buy
53,794
+774
+1% +$2.23K ﹤0.01% 903
2023
Q4
$148K Buy
53,020
+2,788
+6% +$7.77K ﹤0.01% 861
2023
Q3
$122K Buy
50,232
+15,840
+46% +$38.3K ﹤0.01% 876
2023
Q2
$81.2K Buy
34,392
+12,466
+57% +$29.4K ﹤0.01% 865
2023
Q1
$49.2K Sell
21,926
-50
-0.2% -$112 ﹤0.01% 876
2022
Q4
$51.2K Buy
+21,976
New +$51.2K ﹤0.01% 796