Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
92,867
+3,652
+4% +$21.9K ﹤0.01% 3111
2025
Q1
$668K Buy
89,215
+30,451
+52% +$228K ﹤0.01% 3022
2024
Q4
$370K Buy
58,764
+940
+2% +$5.92K ﹤0.01% 3336
2024
Q3
$292K Sell
57,824
-420
-0.7% -$2.12K ﹤0.01% 3416
2024
Q2
$403K Sell
58,244
-969
-2% -$6.71K ﹤0.01% 3352
2024
Q1
$425K Buy
59,213
+13,018
+28% +$93.5K ﹤0.01% 3390
2023
Q4
$586K Buy
46,195
+8,508
+23% +$108K ﹤0.01% 3123
2023
Q3
$563K Buy
37,687
+3,407
+10% +$50.9K ﹤0.01% 3135
2023
Q2
$504K Sell
34,280
-117,758
-77% -$1.73M ﹤0.01% 3225
2023
Q1
$2.62M Buy
152,038
+137,827
+970% +$2.37M ﹤0.01% 2522
2022
Q4
$231K Sell
14,211
-62,302
-81% -$1.01M ﹤0.01% 3611
2022
Q3
$1.42M Buy
76,513
+66,060
+632% +$1.22M ﹤0.01% 2771
2022
Q2
$151K Buy
+10,453
New +$151K ﹤0.01% 3772