Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
84,140
+16,699
+25% +$23.5K ﹤0.01% 3202
2025
Q1
$107K Buy
67,441
+39,612
+142% +$63K ﹤0.01% 3172
2024
Q4
$98.5K Sell
27,829
-7,050
-20% -$25K ﹤0.01% 3194
2024
Q3
$158K Sell
34,879
-8,465
-20% -$38.4K ﹤0.01% 2989
2024
Q2
$184K Buy
43,344
+10,367
+31% +$44K ﹤0.01% 2816
2024
Q1
$109K Buy
32,977
+16,309
+98% +$53.8K ﹤0.01% 2916
2023
Q4
$35.2K Sell
16,668
-678
-4% -$1.43K ﹤0.01% 2968
2023
Q3
$36.8K Buy
17,346
+400
+2% +$848 ﹤0.01% 2801
2023
Q2
$54.4K Buy
16,946
+906
+6% +$2.91K ﹤0.01% 2707
2023
Q1
$35K Buy
16,040
+449
+3% +$980 ﹤0.01% 2684
2022
Q4
$38K Buy
15,591
+55
+0.4% +$134 ﹤0.01% 2635
2022
Q3
$36K Buy
+15,536
New +$36K ﹤0.01% 2343