Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
25,733
+2,136
+9% +$20.7K ﹤0.01% 1037
2025
Q1
$235K Buy
23,597
+1,155
+5% +$11.5K ﹤0.01% 1019
2024
Q4
$199K Buy
22,442
+546
+2% +$4.84K ﹤0.01% 1097
2024
Q3
$256K Sell
21,896
-44,330
-67% -$518K ﹤0.01% 894
2024
Q2
$740K Buy
66,226
+5,958
+10% +$66.6K 0.01% 660
2024
Q1
$735K Buy
60,268
+8,695
+17% +$106K 0.01% 653
2023
Q4
$818K Buy
51,573
+11,366
+28% +$180K 0.01% 517
2023
Q3
$539K Buy
40,207
+4,226
+12% +$56.6K 0.01% 604
2023
Q2
$483K Sell
35,981
-5,099
-12% -$68.4K 0.01% 640
2023
Q1
$648K Buy
41,080
+3,981
+11% +$62.8K 0.01% 536
2022
Q4
$630K Buy
37,099
+24,721
+200% +$420K 0.01% 532
2022
Q3
$165K Buy
+12,378
New +$165K ﹤0.01% 824