Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
31,526
+7,051
+29% +$98.6K ﹤0.01% 3209
2025
Q1
$228K Buy
24,475
+11,954
+95% +$111K ﹤0.01% 3444
2024
Q4
$95.9K Buy
12,521
+161
+1% +$1.23K ﹤0.01% 3613
2024
Q3
$58.5K Sell
12,360
-43,501
-78% -$206K ﹤0.01% 3656
2024
Q2
$189K Buy
55,861
+44,089
+375% +$149K ﹤0.01% 3622
2024
Q1
$29.4K Sell
11,772
-24,808
-68% -$62K ﹤0.01% 3815
2023
Q4
$187K Buy
36,580
+25,655
+235% +$131K ﹤0.01% 3573
2023
Q3
$27.5K Hold
10,925
﹤0.01% 3826
2023
Q2
$22.3K Sell
10,925
-2,104
-16% -$4.29K ﹤0.01% 3839
2023
Q1
$26.7K Sell
13,029
-25,803
-66% -$52.9K ﹤0.01% 3777
2022
Q4
$79.6K Buy
38,832
+25,269
+186% +$51.8K ﹤0.01% 3834
2022
Q3
$31K Hold
13,563
﹤0.01% 3925
2022
Q2
$45K Buy
+13,563
New +$45K ﹤0.01% 3952