Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Buy
8,952
+1,089
+14% +$78.5K ﹤0.01% 2141
2025
Q1
$480K Sell
7,863
-1,568
-17% -$95.7K ﹤0.01% 2235
2024
Q4
$697K Buy
9,431
+589
+7% +$43.5K ﹤0.01% 1909
2024
Q3
$870K Sell
8,842
-111
-1% -$10.9K ﹤0.01% 1721
2024
Q2
$659K Buy
8,953
+294
+3% +$21.7K ﹤0.01% 1829
2024
Q1
$680K Sell
8,659
-304
-3% -$23.9K ﹤0.01% 1797
2023
Q4
$716K Buy
8,963
+2,506
+39% +$200K ﹤0.01% 1687
2023
Q3
$410K Sell
6,457
-793
-11% -$50.4K ﹤0.01% 1904
2023
Q2
$408K Sell
7,250
-199
-3% -$11.2K ﹤0.01% 1889
2023
Q1
$365K Buy
7,449
+1,278
+21% +$62.6K ﹤0.01% 1919
2022
Q4
$273K Buy
6,171
+385
+7% +$17K ﹤0.01% 2099
2022
Q3
$240K Buy
+5,786
New +$240K ﹤0.01% 1928