Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
18,035
-4,302
-19% -$426K ﹤0.01% 1412
2025
Q1
$1.83M Sell
22,337
-1,654
-7% -$135K ﹤0.01% 1289
2024
Q4
$2.49M Buy
23,991
+630
+3% +$65.4K ﹤0.01% 1100
2024
Q3
$2.07M Buy
23,361
+79
+0.3% +$7K ﹤0.01% 1167
2024
Q2
$1.71M Buy
23,282
+4,546
+24% +$333K ﹤0.01% 1192
2024
Q1
$1.24M Buy
18,736
+3,953
+27% +$261K ﹤0.01% 1366
2023
Q4
$1.1M Buy
14,783
+718
+5% +$53.4K ﹤0.01% 1367
2023
Q3
$779K Sell
14,065
-984
-7% -$54.5K ﹤0.01% 1478
2023
Q2
$1.02M Buy
15,049
+8,637
+135% +$587K ﹤0.01% 1298
2023
Q1
$486K Sell
6,412
-10,671
-62% -$809K ﹤0.01% 1711
2022
Q4
$955K Buy
+17,083
New +$955K ﹤0.01% 1267