Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
58,537
+2,673
+5% +$58.5K 0.01% 599
2025
Q1
$1.09M Buy
55,864
+15,402
+38% +$302K 0.01% 587
2024
Q4
$634K Sell
40,462
-1,828
-4% -$28.6K 0.01% 724
2024
Q3
$768K Sell
42,290
-265
-0.6% -$4.81K 0.01% 614
2024
Q2
$729K Buy
42,555
+1,708
+4% +$29.3K 0.01% 568
2024
Q1
$674K Sell
40,847
-31,966
-44% -$527K 0.01% 587
2023
Q4
$1.09M Buy
72,813
+36,305
+99% +$545K 0.01% 500
2023
Q3
$481K Buy
36,508
+709
+2% +$9.35K 0.01% 533
2023
Q2
$482K Buy
35,799
+4,749
+15% +$64K 0.01% 536
2023
Q1
$369K Buy
31,050
+139
+0.4% +$1.65K 0.01% 549
2022
Q4
$376K Buy
30,911
+18,177
+143% +$221K 0.01% 517
2022
Q3
$108K Sell
12,734
-8,964
-41% -$76K ﹤0.01% 510
2022
Q2
$215K Buy
21,698
+7,379
+52% +$73.1K 0.01% 528
2022
Q1
$149K Buy
14,319
+1,626
+13% +$16.9K ﹤0.01% 628
2021
Q4
$177K Buy
+12,693
New +$177K ﹤0.01% 558