Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
2,435
+663
+37% +$85.5K ﹤0.01% 2694
2025
Q1
$227K Buy
1,772
+156
+10% +$19.9K ﹤0.01% 2894
2024
Q4
$247K Sell
1,616
-61
-4% -$9.32K ﹤0.01% 2811
2024
Q3
$299K Buy
1,677
+46
+3% +$8.21K ﹤0.01% 2568
2024
Q2
$266K Buy
1,631
+175
+12% +$28.5K ﹤0.01% 2548
2024
Q1
$254K Buy
1,456
+113
+8% +$19.7K ﹤0.01% 2579
2023
Q4
$226K Sell
1,343
-108
-7% -$18.2K ﹤0.01% 2591
2023
Q3
$208K Sell
1,451
-493
-25% -$70.7K ﹤0.01% 2466
2023
Q2
$358K Buy
1,944
+290
+18% +$53.4K ﹤0.01% 1985
2023
Q1
$263K Buy
1,654
+37
+2% +$5.88K ﹤0.01% 2170
2022
Q4
$220K Buy
+1,617
New +$220K ﹤0.01% 2279