Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
794
-317
-29% -$254K 0.01% 302
2025
Q1
$736K Buy
1,111
+12
+1% +$7.95K 0.01% 277
2024
Q4
$762K Sell
1,099
-1,053
-49% -$730K 0.01% 277
2024
Q3
$1.79M Sell
2,152
-550
-20% -$458K 0.02% 206
2024
Q2
$2.76M Buy
2,702
+186
+7% +$190K 0.03% 183
2024
Q1
$2.44M Sell
2,516
-407
-14% -$395K 0.02% 201
2023
Q4
$2.21M Buy
2,923
+128
+5% +$96.9K 0.02% 198
2023
Q3
$1.65M Sell
2,795
-251
-8% -$148K 0.02% 231
2023
Q2
$2.21M Hold
3,046
0.02% 232
2023
Q1
$2.07M Buy
+3,046
New +$2.07M 0.02% 241
2020
Q3
$137K Buy
+370
New +$137K 0.01% 299