Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
64,482
+2,084
+3% +$18.9K ﹤0.01% 2205
2025
Q1
$401K Buy
62,398
+3,081
+5% +$19.8K ﹤0.01% 2382
2024
Q4
$564K Buy
59,317
+18,693
+46% +$178K ﹤0.01% 2097
2024
Q3
$332K Buy
40,624
+12,755
+46% +$104K ﹤0.01% 2482
2024
Q2
$377K Buy
27,869
+2,560
+10% +$34.6K ﹤0.01% 2269
2024
Q1
$177K Sell
25,309
-14,350
-36% -$101K ﹤0.01% 2803
2023
Q4
$434K Buy
39,659
+12,579
+46% +$138K ﹤0.01% 2043
2023
Q3
$297K Sell
27,080
-2,011
-7% -$22.1K ﹤0.01% 2156
2023
Q2
$459K Buy
29,091
+5,468
+23% +$86.3K ﹤0.01% 1808
2023
Q1
$308K Buy
23,623
+3,246
+16% +$42.3K ﹤0.01% 2047
2022
Q4
$222K Buy
+20,377
New +$222K ﹤0.01% 2267