Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
50,565
-42,982
-46% -$893K ﹤0.01% 2217
2025
Q1
$1.66M Buy
93,547
+2,731
+3% +$48.4K ﹤0.01% 1908
2024
Q4
$1.41M Buy
90,816
+33,119
+57% +$514K ﹤0.01% 2070
2024
Q3
$887K Buy
57,697
+2,565
+5% +$39.4K ﹤0.01% 2328
2024
Q2
$754K Sell
55,132
-32,219
-37% -$440K ﹤0.01% 2401
2024
Q1
$1.22M Buy
87,351
+193
+0.2% +$2.71K ﹤0.01% 2139
2023
Q4
$1.17M Buy
87,158
+1,473
+2% +$19.8K ﹤0.01% 2171
2023
Q3
$1.1M Buy
85,685
+640
+0.8% +$8.21K ﹤0.01% 2149
2023
Q2
$961K Buy
+85,045
New +$961K ﹤0.01% 2310
2021
Q4
Sell
-10,490
Closed -$143K 3013
2021
Q3
$143K Buy
+10,490
New +$143K ﹤0.01% 2957
2021
Q1
Sell
-12,724
Closed -$140K 3010
2020
Q4
$140K Buy
+12,724
New +$140K ﹤0.01% 2914
2020
Q3
Sell
-31,204
Closed -$304K 3015
2020
Q2
$304K Buy
+31,204
New +$304K ﹤0.01% 2568