Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Sell
898,701
-2,536
-0.3% -$2.7K ﹤0.01% 535
2025
Q1
$984K Sell
901,237
-57,534
-6% -$62.8K 0.01% 514
2024
Q4
$867K Buy
958,771
+51,744
+6% +$46.8K ﹤0.01% 540
2024
Q3
$617K Buy
907,027
+476,724
+111% +$324K ﹤0.01% 586
2024
Q2
$437K Sell
430,303
-16,367
-4% -$16.6K ﹤0.01% 620
2024
Q1
$531K Sell
446,670
-400
-0.1% -$475 ﹤0.01% 587
2023
Q4
$476K Sell
447,070
-3,150
-0.7% -$3.35K ﹤0.01% 585
2023
Q3
$567K Buy
450,220
+11,924
+3% +$15K ﹤0.01% 542
2023
Q2
$685K Sell
438,296
-56,305
-11% -$88K ﹤0.01% 501
2023
Q1
$754K Buy
494,601
+17,103
+4% +$26.1K 0.01% 481
2022
Q4
$698K Sell
477,498
-3,737
-0.8% -$5.47K 0.01% 514
2022
Q3
$799K Sell
481,235
-2,500
-0.5% -$4.15K 0.01% 479
2022
Q2
$872K Buy
483,735
+8,654
+2% +$15.6K 0.01% 492
2022
Q1
$1.45M Buy
+475,081
New +$1.45M 0.01% 450