Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
5,972
+403
+7% +$41.6K ﹤0.01% 2175
2025
Q1
$548K Sell
5,569
-680
-11% -$66.9K ﹤0.01% 2138
2024
Q4
$937K Sell
6,249
-783
-11% -$117K ﹤0.01% 1710
2024
Q3
$916K Buy
7,032
+259
+4% +$33.7K ﹤0.01% 1681
2024
Q2
$802K Buy
6,773
+340
+5% +$40.2K ﹤0.01% 1665
2024
Q1
$607K Buy
6,433
+102
+2% +$9.62K ﹤0.01% 1877
2023
Q4
$503K Buy
6,331
+113
+2% +$8.98K ﹤0.01% 1928
2023
Q3
$468K Buy
6,218
+411
+7% +$30.9K ﹤0.01% 1823
2023
Q2
$414K Buy
5,807
+183
+3% +$13K ﹤0.01% 1882
2023
Q1
$282K Sell
5,624
-22
-0.4% -$1.1K ﹤0.01% 2123
2022
Q4
$247K Sell
5,646
-372
-6% -$16.3K ﹤0.01% 2189
2022
Q3
$320K Buy
+6,018
New +$320K ﹤0.01% 1728