Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
97,666
-1,348
-1% -$18.5K ﹤0.01% 753
2025
Q1
$1.23M Sell
99,014
-8,417
-8% -$105K ﹤0.01% 759
2024
Q4
$1.43M Sell
107,431
-20,724
-16% -$276K ﹤0.01% 785
2024
Q3
$1.44M Sell
128,155
-81,646
-39% -$917K ﹤0.01% 788
2024
Q2
$2.82M Buy
209,801
+73,952
+54% +$992K 0.01% 544
2024
Q1
$1.49M Sell
135,849
-7,551
-5% -$82.7K 0.01% 757
2023
Q4
$3.36M Buy
143,400
+20,975
+17% +$492K 0.01% 489
2023
Q3
$2.97M Sell
122,425
-2,861
-2% -$69.5K 0.01% 499
2023
Q2
$2.09M Buy
125,286
+5,139
+4% +$85.6K 0.01% 634
2023
Q1
$1.86M Sell
120,147
-44,938
-27% -$696K 0.01% 654
2022
Q4
$3.04M Sell
165,085
-10,745
-6% -$198K 0.01% 509
2022
Q3
$5.79M Buy
175,830
+3,785
+2% +$125K 0.03% 378
2022
Q2
$4.43M Buy
172,045
+171,575
+36,505% +$4.41M 0.02% 390
2022
Q1
$24K Sell
470
-109,864
-100% -$5.61M ﹤0.01% 1443
2021
Q4
$11.4M Buy
+110,334
New +$11.4M 0.05% 254