Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
24,854
+3,733
+18% +$58.7K ﹤0.01% 2289
2025
Q1
$403K Buy
21,121
+5,175
+32% +$98.8K ﹤0.01% 2219
2024
Q4
$380K Buy
15,946
+320
+2% +$7.63K ﹤0.01% 2277
2024
Q3
$438K Sell
15,626
-21,819
-58% -$611K ﹤0.01% 2228
2024
Q2
$979K Buy
37,445
+20,933
+127% +$547K ﹤0.01% 1914
2024
Q1
$361K Sell
16,512
-811
-5% -$17.7K ﹤0.01% 2236
2023
Q4
$403K Buy
17,323
+811
+5% +$18.9K ﹤0.01% 2197
2023
Q3
$326K Sell
16,512
-32,742
-66% -$646K ﹤0.01% 2272
2023
Q2
$1.12M Sell
49,254
-2,314
-4% -$52.5K ﹤0.01% 1845
2023
Q1
$1.01M Buy
51,568
+24,937
+94% +$490K ﹤0.01% 1866
2022
Q4
$458K Buy
+26,631
New +$458K ﹤0.01% 2044