Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
77,453
+18,129
+31% +$86.7K ﹤0.01% 2548
2025
Q1
$514K Sell
59,324
-9,741
-14% -$84.5K ﹤0.01% 2186
2024
Q4
$838K Sell
69,065
-4,594
-6% -$55.8K ﹤0.01% 1776
2024
Q3
$1.24M Buy
73,659
+4,772
+7% +$80.2K ﹤0.01% 1460
2024
Q2
$1.08M Buy
68,887
+36,852
+115% +$576K ﹤0.01% 1456
2024
Q1
$506K Sell
32,035
-3,869
-11% -$61.1K ﹤0.01% 2018
2023
Q4
$722K Buy
35,904
+2,638
+8% +$53.1K ﹤0.01% 1676
2023
Q3
$617K Buy
33,266
+3,204
+11% +$59.4K ﹤0.01% 1633
2023
Q2
$654K Buy
30,062
+851
+3% +$18.5K ﹤0.01% 1561
2023
Q1
$539K Buy
29,211
+3,246
+13% +$59.9K ﹤0.01% 1642
2022
Q4
$395K Buy
25,965
+15,051
+138% +$229K ﹤0.01% 1820
2022
Q3
$152K Buy
+10,914
New +$152K ﹤0.01% 2109