Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Sell
18,647
-1,472
-7% -$177K ﹤0.01% 1759
2025
Q1
$2.34M Sell
20,119
-1,758
-8% -$205K ﹤0.01% 1653
2024
Q4
$2.62M Sell
21,877
-2,697
-11% -$323K ﹤0.01% 1599
2024
Q3
$2.61M Sell
24,574
-214
-0.9% -$22.8K ﹤0.01% 1608
2024
Q2
$2.34M Buy
24,788
+2,891
+13% +$273K ﹤0.01% 1617
2024
Q1
$2.42M Sell
21,897
-3,763
-15% -$416K ﹤0.01% 1581
2023
Q4
$2.22M Sell
25,660
-7,431
-22% -$644K ﹤0.01% 1594
2023
Q3
$2.32M Buy
33,091
+3,390
+11% +$238K ﹤0.01% 1493
2023
Q2
$1.98M Buy
29,701
+1,527
+5% +$102K ﹤0.01% 1634
2023
Q1
$1.66M Sell
28,174
-11,042
-28% -$652K ﹤0.01% 1695
2022
Q4
$1.84M Sell
39,216
-5,725
-13% -$269K ﹤0.01% 1580
2022
Q3
$1.5M Buy
44,941
+723
+2% +$24.1K ﹤0.01% 1666
2022
Q2
$1.94M Buy
+44,218
New +$1.94M ﹤0.01% 1517