Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
347,334
+89,739
+35% +$487K ﹤0.01% 3021
2025
Q1
$1.34M Sell
257,595
-2,457
-0.9% -$12.8K ﹤0.01% 3139
2024
Q4
$1.68M Sell
260,052
-6,966
-3% -$45K ﹤0.01% 3123
2024
Q3
$1.63M Sell
267,018
-25,775
-9% -$158K ﹤0.01% 3115
2024
Q2
$1.76M Buy
292,793
+18,772
+7% +$113K ﹤0.01% 2964
2024
Q1
$1.96M Sell
274,021
-19,571
-7% -$140K ﹤0.01% 2976
2023
Q4
$2.31M Sell
293,592
-32,511
-10% -$256K ﹤0.01% 2914
2023
Q3
$2.06M Buy
326,103
+435
+0.1% +$2.75K ﹤0.01% 2920
2023
Q2
$2.64M Sell
325,668
-58,245
-15% -$473K ﹤0.01% 2848
2023
Q1
$3.36M Buy
383,913
+5,490
+1% +$48.1K ﹤0.01% 2690
2022
Q4
$3.27M Buy
378,423
+19,458
+5% +$168K ﹤0.01% 2733
2022
Q3
$3.16M Buy
358,965
+45,197
+14% +$398K ﹤0.01% 2761
2022
Q2
$2.98M Buy
313,768
+98,849
+46% +$939K ﹤0.01% 2838
2022
Q1
$2.83M Sell
214,919
-4,774
-2% -$62.8K ﹤0.01% 2921
2021
Q4
$3.81M Buy
219,693
+191
+0.1% +$3.32K ﹤0.01% 2859
2021
Q3
$4.38M Buy
219,502
+120,111
+121% +$2.39M ﹤0.01% 2815
2021
Q2
$3.53M Sell
99,391
-102
-0.1% -$3.62K ﹤0.01% 3048
2021
Q1
$4.83M Buy
+99,493
New +$4.83M ﹤0.01% 2766