Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
93,769
+21,884
+30% +$688K ﹤0.01% 1567
2025
Q1
$2.52M Buy
71,885
+46,392
+182% +$1.63M ﹤0.01% 1602
2024
Q4
$1.08M Sell
25,493
-15,148
-37% -$644K ﹤0.01% 2197
2024
Q3
$862K Sell
40,641
-2,792
-6% -$59.2K ﹤0.01% 2327
2024
Q2
$874K Sell
43,433
-2,276
-5% -$45.8K ﹤0.01% 2252
2024
Q1
$905K Sell
45,709
-87,299
-66% -$1.73M ﹤0.01% 2243
2023
Q4
$2.29M Buy
133,008
+73,889
+125% +$1.27M ﹤0.01% 1572
2023
Q3
$724K Sell
59,119
-3,905
-6% -$47.8K ﹤0.01% 2269
2023
Q2
$938K Sell
63,024
-9,178
-13% -$137K ﹤0.01% 2126
2023
Q1
$793K Sell
72,202
-10,469
-13% -$115K ﹤0.01% 2219
2022
Q4
$760K Buy
82,671
+67,246
+436% +$618K ﹤0.01% 2205
2022
Q3
$96K Sell
15,425
-736
-5% -$4.58K ﹤0.01% 3110
2022
Q2
$53K Buy
+16,161
New +$53K ﹤0.01% 3226