Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
26,135
-14,917
-36% -$102K ﹤0.01% 3543
2025
Q1
$185K Sell
41,052
-11,308
-22% -$50.9K ﹤0.01% 3516
2024
Q4
$263K Sell
52,360
-360
-0.7% -$1.81K ﹤0.01% 3438
2024
Q3
$296K Buy
52,720
+243
+0.5% +$1.37K ﹤0.01% 3405
2024
Q2
$377K Buy
52,477
+639
+1% +$4.59K ﹤0.01% 3387
2024
Q1
$336K Buy
51,838
+13,894
+37% +$90.2K ﹤0.01% 3479
2023
Q4
$237K Buy
37,944
+408
+1% +$2.55K ﹤0.01% 3501
2023
Q3
$191K Buy
37,536
+350
+0.9% +$1.79K ﹤0.01% 3591
2023
Q2
$338K Sell
37,186
-4,632
-11% -$42.2K ﹤0.01% 3429
2023
Q1
$496K Buy
41,818
+32,152
+333% +$381K ﹤0.01% 3254
2022
Q4
$97.9K Buy
9,666
+8
+0.1% +$81 ﹤0.01% 3807
2022
Q3
$196K Buy
9,658
+656
+7% +$13.3K ﹤0.01% 3668
2022
Q2
$224K Sell
9,002
-15,108
-63% -$376K ﹤0.01% 3664
2022
Q1
$1.45M Buy
24,110
+15,306
+174% +$918K ﹤0.01% 2890
2021
Q4
$1.31M Buy
8,804
+687
+8% +$102K ﹤0.01% 2926
2021
Q3
$1.6M Buy
8,117
+2,889
+55% +$568K ﹤0.01% 2898
2021
Q2
$2.27M Buy
+5,228
New +$2.27M ﹤0.01% 2782