Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Sell
7,982
-18,447
-70% -$1.61M ﹤0.01% 564
2025
Q1
$1.8M Buy
26,429
+10,884
+70% +$743K 0.01% 403
2024
Q4
$1.21M Buy
15,545
+585
+4% +$45.5K 0.01% 481
2024
Q3
$1M Buy
14,960
+1,415
+10% +$94.9K 0.01% 513
2024
Q2
$1.54M Buy
13,545
+3,769
+39% +$427K 0.01% 424
2024
Q1
$1.36M Sell
9,776
-3,029
-24% -$420K 0.01% 462
2023
Q4
$1.59M Sell
12,805
-7,757
-38% -$963K 0.02% 462
2023
Q3
$1.92M Buy
20,562
+6,777
+49% +$632K 0.02% 387
2023
Q2
$1.77M Buy
13,785
+1,173
+9% +$151K 0.02% 417
2023
Q1
$1.47M Sell
12,612
-1,268
-9% -$147K 0.02% 458
2022
Q4
$1.57M Buy
13,880
+7,704
+125% +$872K 0.02% 429
2022
Q3
$497K Buy
6,176
+672
+12% +$54.1K 0.01% 583
2022
Q2
$410K Sell
5,504
-11,348
-67% -$845K 0.01% 602
2022
Q1
$2.16M Buy
16,852
+7,204
+75% +$921K 0.03% 304
2021
Q4
$1.3M Buy
+9,648
New +$1.3M 0.02% 324