Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Buy
20,411
+22
+0.1% +$965 ﹤0.01% 1876
2025
Q1
$652K Buy
20,389
+1,067
+6% +$34.1K ﹤0.01% 1983
2024
Q4
$568K Sell
19,322
-353
-2% -$10.4K ﹤0.01% 2091
2024
Q3
$571K Buy
19,675
+2,319
+13% +$67.4K ﹤0.01% 2019
2024
Q2
$652K Sell
17,356
-2,787
-14% -$105K ﹤0.01% 1847
2024
Q1
$891K Buy
20,143
+2,190
+12% +$96.8K ﹤0.01% 1589
2023
Q4
$621K Sell
17,953
-3,999
-18% -$138K ﹤0.01% 1801
2023
Q3
$557K Buy
21,952
+39
+0.2% +$989 ﹤0.01% 1710
2023
Q2
$607K Buy
21,913
+2,123
+11% +$58.8K ﹤0.01% 1610
2023
Q1
$390K Sell
19,790
-8,845
-31% -$174K ﹤0.01% 1862
2022
Q4
$611K Sell
28,635
-999
-3% -$21.3K ﹤0.01% 1529
2022
Q3
$655K Buy
29,634
+8,326
+39% +$184K ﹤0.01% 1260
2022
Q2
$449K Buy
+21,308
New +$449K ﹤0.01% 1165