Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Sell
148,384
-610
-0.4% -$3.59K ﹤0.01% 3452
2025
Q1
$1.82M Buy
148,994
+10,111
+7% +$124K ﹤0.01% 2971
2024
Q4
$1.76M Buy
138,883
+5,671
+4% +$71.9K ﹤0.01% 3099
2024
Q3
$1.17M Buy
133,212
+37,496
+39% +$330K ﹤0.01% 3295
2024
Q2
$1.15M Buy
95,716
+2,162
+2% +$25.9K ﹤0.01% 3185
2024
Q1
$1.7M Sell
93,554
-1,643
-2% -$29.9K ﹤0.01% 3050
2023
Q4
$2.99M Buy
95,197
+4,646
+5% +$146K ﹤0.01% 2777
2023
Q3
$1.37M Sell
90,551
-1,818
-2% -$27.6K ﹤0.01% 3138
2023
Q2
$1.43M Buy
92,369
+73,517
+390% +$1.14M ﹤0.01% 3208
2023
Q1
$176K Hold
18,852
﹤0.01% 3909
2022
Q4
$346K Buy
18,852
+3,740
+25% +$68.6K ﹤0.01% 3628
2022
Q3
$141K Buy
15,112
+3,283
+28% +$30.6K ﹤0.01% 4004
2022
Q2
$71K Sell
11,829
-79,104
-87% -$475K ﹤0.01% 4297
2022
Q1
$544K Buy
90,933
+13,674
+18% +$81.8K ﹤0.01% 3702
2021
Q4
$945K Buy
77,259
+3,557
+5% +$43.5K ﹤0.01% 3560
2021
Q3
$1.22M Buy
+73,702
New +$1.22M ﹤0.01% 3488