Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
151,351
-14,920
-9% -$23.4K ﹤0.01% 3462
2025
Q1
$439K Sell
166,271
-11,682
-7% -$30.8K ﹤0.01% 3188
2024
Q4
$755K Buy
177,953
+2,312
+1% +$9.8K ﹤0.01% 3025
2024
Q3
$583K Sell
175,641
-149,164
-46% -$495K ﹤0.01% 3147
2024
Q2
$1M Buy
324,805
+147,940
+84% +$457K ﹤0.01% 2920
2024
Q1
$715K Buy
176,865
+93,979
+113% +$380K ﹤0.01% 3149
2023
Q4
$463K Sell
82,886
-28,419
-26% -$159K ﹤0.01% 3255
2023
Q3
$593K Buy
111,305
+7,274
+7% +$38.8K ﹤0.01% 3108
2023
Q2
$975K Sell
104,031
-20,943
-17% -$196K ﹤0.01% 2901
2023
Q1
$1.08M Buy
124,974
+65,495
+110% +$567K ﹤0.01% 2865
2022
Q4
$421K Buy
59,479
+18,693
+46% +$132K ﹤0.01% 3339
2022
Q3
$404K Buy
40,786
+4,188
+11% +$41.5K ﹤0.01% 3340
2022
Q2
$262K Buy
+36,598
New +$262K ﹤0.01% 3595