Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.4K Buy
4,603
+383
+9% +$8.11K ﹤0.01% 4202
2025
Q1
$80.6K Buy
4,220
+291
+7% +$5.56K ﹤0.01% 4326
2024
Q4
$93.7K Sell
3,929
-1,620
-29% -$38.6K ﹤0.01% 4207
2024
Q3
$155K Sell
5,549
-1,862
-25% -$52.1K ﹤0.01% 3862
2024
Q2
$194K Sell
7,411
-3,787
-34% -$99K ﹤0.01% 3581
2024
Q1
$245K Sell
11,198
-6,724
-38% -$147K ﹤0.01% 3520
2023
Q4
$417K Sell
17,922
-12,979
-42% -$302K ﹤0.01% 3310
2023
Q3
$610K Buy
30,901
+5,116
+20% +$101K ﹤0.01% 3079
2023
Q2
$584K Sell
25,785
-3,012
-10% -$68.2K ﹤0.01% 3013
2023
Q1
$564K Buy
28,797
+921
+3% +$18K ﹤0.01% 2990
2022
Q4
$482K Buy
+27,876
New +$482K ﹤0.01% 3061