Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
30,840
+6,596
+27% +$133K ﹤0.01% 2171
2025
Q1
$379K Buy
24,244
+5,326
+28% +$83.4K ﹤0.01% 2421
2024
Q4
$222K Buy
18,918
+5,069
+37% +$59.6K ﹤0.01% 2913
2024
Q3
$238K Buy
13,849
+3,101
+29% +$53.4K ﹤0.01% 2774
2024
Q2
$154K Sell
10,748
-2,588
-19% -$37.1K ﹤0.01% 2856
2024
Q1
$237K Sell
13,336
-9
-0.1% -$160 ﹤0.01% 2630
2023
Q4
$246K Buy
13,345
+489
+4% +$9.03K ﹤0.01% 2510
2023
Q3
$192K Buy
12,856
+204
+2% +$3.04K ﹤0.01% 2525
2023
Q2
$193K Buy
12,652
+2,335
+23% +$35.7K ﹤0.01% 2480
2023
Q1
$128K Sell
10,317
-1,393
-12% -$17.3K ﹤0.01% 2525
2022
Q4
$136K Sell
11,710
-1,999
-15% -$23.2K ﹤0.01% 2445
2022
Q3
$153K Buy
+13,709
New +$153K ﹤0.01% 2108