Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Sell
37,153
-3,906
-10% -$80.7K ﹤0.01% 1996
2025
Q1
$804K Buy
41,059
+4,359
+12% +$85.4K ﹤0.01% 1840
2024
Q4
$766K Sell
36,700
-1,079
-3% -$22.5K ﹤0.01% 1841
2024
Q3
$921K Sell
37,779
-1,644
-4% -$40.1K ﹤0.01% 1678
2024
Q2
$991K Buy
39,423
+1,731
+5% +$43.5K ﹤0.01% 1505
2024
Q1
$1.13M Buy
37,692
+811
+2% +$24.3K ﹤0.01% 1425
2023
Q4
$1.17M Sell
36,881
-12,137
-25% -$386K ﹤0.01% 1327
2023
Q3
$1.73M Buy
49,018
+31,720
+183% +$1.12M ﹤0.01% 1034
2023
Q2
$656K Sell
17,298
-6,093
-26% -$231K ﹤0.01% 1557
2023
Q1
$883K Sell
23,391
-3,454
-13% -$130K ﹤0.01% 1340
2022
Q4
$1.14M Buy
26,845
+9,156
+52% +$388K ﹤0.01% 1172
2022
Q3
$568K Buy
+17,689
New +$568K ﹤0.01% 1345