Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Buy
126,225
+44,009
+54% +$815K ﹤0.01% 1240
2025
Q1
$1.5M Sell
82,216
-1,158
-1% -$21.1K ﹤0.01% 1396
2024
Q4
$1.83M Buy
83,374
+4,574
+6% +$100K ﹤0.01% 1266
2024
Q3
$1.76M Buy
78,800
+11,001
+16% +$245K ﹤0.01% 1261
2024
Q2
$1.26M Sell
67,799
-43
-0.1% -$801 ﹤0.01% 1358
2024
Q1
$1.22M Buy
67,842
+8,099
+14% +$145K ﹤0.01% 1385
2023
Q4
$1.1M Buy
59,743
+9,525
+19% +$175K ﹤0.01% 1368
2023
Q3
$859K Buy
50,218
+15,283
+44% +$261K ﹤0.01% 1403
2023
Q2
$561K Sell
34,935
-5,618
-14% -$90.2K ﹤0.01% 1665
2023
Q1
$706K Sell
40,553
-15,668
-28% -$273K ﹤0.01% 1476
2022
Q4
$1.01M Sell
56,221
-10,261
-15% -$185K ﹤0.01% 1232
2022
Q3
$1.13M Buy
66,482
+48,133
+262% +$817K ﹤0.01% 999
2022
Q2
$340K Sell
18,349
-3,158
-15% -$58.5K ﹤0.01% 1245
2022
Q1
$535K Buy
21,507
+5,547
+35% +$138K ﹤0.01% 1121
2021
Q4
$404K Buy
15,960
+1,474
+10% +$37.3K ﹤0.01% 1046
2021
Q3
$322K Buy
14,486
+2,792
+24% +$62.1K ﹤0.01% 927
2021
Q2
$248K Buy
+11,694
New +$248K ﹤0.01% 891