Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
20,183
-955
-5% -$15K ﹤0.01% 4628
2025
Q1
$404K Buy
21,138
+348
+2% +$6.65K ﹤0.01% 4279
2024
Q4
$496K Buy
20,790
+453
+2% +$10.8K ﹤0.01% 4035
2024
Q3
$569K Buy
20,337
+2,308
+13% +$64.6K ﹤0.01% 3827
2024
Q2
$471K Sell
18,029
-1,502
-8% -$39.3K ﹤0.01% 3865
2024
Q1
$427K Sell
19,531
-1,356
-6% -$29.7K ﹤0.01% 3854
2023
Q4
$486K Buy
20,887
+1,240
+6% +$28.8K ﹤0.01% 3640
2023
Q3
$388K Buy
19,647
+3,365
+21% +$66.4K ﹤0.01% 3653
2023
Q2
$369K Buy
16,282
+1,123
+7% +$25.5K ﹤0.01% 3656
2023
Q1
$298K Buy
15,159
+3,244
+27% +$63.7K ﹤0.01% 3726
2022
Q4
$205K Buy
+11,915
New +$205K ﹤0.01% 3941