Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
6,582
-122
-2% -$20.6K ﹤0.01% 814
2025
Q1
$947K Sell
6,704
-329
-5% -$46.5K ﹤0.01% 843
2024
Q4
$1.11M Buy
7,033
+1,520
+28% +$241K ﹤0.01% 868
2024
Q3
$699K Buy
5,513
+405
+8% +$51.4K ﹤0.01% 1036
2024
Q2
$553K Sell
5,108
-664
-12% -$71.9K ﹤0.01% 1076
2024
Q1
$528K Buy
5,772
+348
+6% +$31.8K ﹤0.01% 1130
2023
Q4
$340K Buy
5,424
+565
+12% +$35.4K ﹤0.01% 1265
2023
Q3
$215K Sell
4,859
-402
-8% -$17.8K ﹤0.01% 1421
2023
Q2
$256K Buy
5,261
+306
+6% +$14.9K ﹤0.01% 1370
2023
Q1
$275K Buy
+4,955
New +$275K ﹤0.01% 1340
2022
Q1
Sell
-2,386
Closed -$221K 1524
2021
Q4
$221K Buy
2,386
+209
+10% +$19.4K ﹤0.01% 1403
2021
Q3
$243K Buy
2,177
+78
+4% +$8.71K ﹤0.01% 1352
2021
Q2
$238K Buy
+2,099
New +$238K ﹤0.01% 1377