Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Sell
7,832
-701
-8% -$56.8K ﹤0.01% 615
2025
Q1
$848K Sell
8,533
-855
-9% -$85K 0.01% 551
2024
Q4
$943K Sell
9,388
-1,642
-15% -$165K 0.01% 520
2024
Q3
$1.02M Sell
11,030
-2,816
-20% -$260K 0.01% 495
2024
Q2
$1.13M Sell
13,846
-416
-3% -$34K 0.01% 454
2024
Q1
$1.15M Sell
14,262
-18,105
-56% -$1.46M 0.01% 477
2023
Q4
$2.3M Sell
32,367
-4,227
-12% -$301K 0.02% 309
2023
Q3
$2.27M Buy
36,594
+13,475
+58% +$835K 0.02% 297
2023
Q2
$1.44M Buy
23,119
+845
+4% +$52.6K 0.01% 366
2023
Q1
$1.45M Buy
22,274
+410
+2% +$26.7K 0.02% 360
2022
Q4
$1.4M Sell
21,864
-1,000
-4% -$63.9K 0.02% 356
2022
Q3
$1.22M Sell
22,864
-825
-3% -$44.2K 0.01% 376
2022
Q2
$1.35M Buy
23,689
+23,675
+169,107% +$1.34M 0.02% 374
2022
Q1
$1.25K Hold
14
﹤0.01% 1646
2021
Q4
$1.09K Buy
+14
New +$1.09K ﹤0.01% 1649