Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
308,674
-20,412
-6% -$67.6K ﹤0.01% 3483
2025
Q1
$968K Buy
329,086
+4,214
+1% +$12.4K ﹤0.01% 3433
2024
Q4
$936K Buy
324,872
+19,553
+6% +$56.3K ﹤0.01% 3502
2024
Q3
$849K Sell
305,319
-3,643
-1% -$10.1K ﹤0.01% 3514
2024
Q2
$732K Sell
308,962
-18,390
-6% -$43.6K ﹤0.01% 3517
2024
Q1
$576K Sell
327,352
-17,513
-5% -$30.8K ﹤0.01% 3610
2023
Q4
$662K Buy
344,865
+9,952
+3% +$19.1K ﹤0.01% 3577
2023
Q3
$764K Sell
334,913
-39,689
-11% -$90.5K ﹤0.01% 3586
2023
Q2
$1.09M Buy
374,602
+78,745
+27% +$230K ﹤0.01% 3568
2023
Q1
$902K Buy
295,857
+17,803
+6% +$54.3K ﹤0.01% 3562
2022
Q4
$804K Buy
278,054
+14,017
+5% +$40.5K ﹤0.01% 3615
2022
Q3
$607K Buy
+264,037
New +$607K ﹤0.01% 3705