Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
79,076
+34,923
+79% +$362K ﹤0.01% 904
2025
Q1
$455K Buy
44,153
+9,658
+28% +$99.5K ﹤0.01% 1101
2024
Q4
$329K Buy
34,495
+1,993
+6% +$19K ﹤0.01% 1340
2024
Q3
$344K Sell
32,502
-825
-2% -$8.73K ﹤0.01% 1308
2024
Q2
$275K Buy
33,327
+311
+0.9% +$2.57K ﹤0.01% 1349
2024
Q1
$280K Sell
33,016
-13,379
-29% -$114K ﹤0.01% 1358
2023
Q4
$382K Sell
46,395
-11,311
-20% -$93.2K ﹤0.01% 1217
2023
Q3
$481K Buy
57,706
+2,953
+5% +$24.6K ﹤0.01% 1098
2023
Q2
$459K Sell
54,753
-15
-0% -$126 ﹤0.01% 1163
2023
Q1
$446K Buy
54,768
+4,943
+10% +$40.2K ﹤0.01% 1152
2022
Q4
$398K Sell
49,825
-39,369
-44% -$315K ﹤0.01% 1192
2022
Q3
$543K Buy
+89,194
New +$543K ﹤0.01% 1057