Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
17,747
-32
-0.2% -$482 ﹤0.01% 2817
2025
Q1
$279K Sell
17,779
-572
-3% -$8.97K ﹤0.01% 2691
2024
Q4
$247K Sell
18,351
-4,907
-21% -$66.1K ﹤0.01% 2808
2024
Q3
$366K Buy
23,258
+7,235
+45% +$114K ﹤0.01% 2404
2024
Q2
$209K Sell
16,023
-4,826
-23% -$62.8K ﹤0.01% 2766
2024
Q1
$345K Buy
20,849
+1,125
+6% +$18.6K ﹤0.01% 2322
2023
Q4
$350K Buy
19,724
+2,384
+14% +$42.3K ﹤0.01% 2210
2023
Q3
$278K Buy
17,340
+2,247
+15% +$36K ﹤0.01% 2222
2023
Q2
$249K Buy
15,093
+2,939
+24% +$48.5K ﹤0.01% 2268
2023
Q1
$184K Buy
12,154
+789
+7% +$11.9K ﹤0.01% 2441
2022
Q4
$155K Sell
11,365
-109
-0.9% -$1.49K ﹤0.01% 2416
2022
Q3
$96K Buy
+11,474
New +$96K ﹤0.01% 2215