Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2,074
+167
+9% +$23.1K ﹤0.01% 2379
2025
Q1
$305K Sell
1,907
-15
-0.8% -$2.4K ﹤0.01% 2162
2024
Q4
$256K Sell
1,922
-851
-31% -$113K ﹤0.01% 2339
2024
Q3
$377K Sell
2,773
-6,525
-70% -$886K ﹤0.01% 1939
2024
Q2
$1.37M Buy
9,298
+57
+0.6% +$8.41K 0.01% 1148
2024
Q1
$1.41M Sell
9,241
-1,089
-11% -$166K 0.01% 1037
2023
Q4
$1.49M Buy
10,330
+7,288
+240% +$1.05M 0.01% 941
2023
Q3
$465K Buy
3,042
+271
+10% +$41.5K ﹤0.01% 1407
2023
Q2
$377K Buy
2,771
+107
+4% +$14.5K ﹤0.01% 1469
2023
Q1
$353K Sell
2,664
-2,736
-51% -$362K ﹤0.01% 1470
2022
Q4
$766K Buy
5,400
+1,229
+29% +$174K 0.01% 1179
2022
Q3
$455K Sell
4,171
-2,624
-39% -$286K ﹤0.01% 1375
2022
Q2
$720K Buy
6,795
+3,269
+93% +$346K 0.01% 1124
2022
Q1
$377K Buy
+3,526
New +$377K ﹤0.01% 1458