Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$890K Buy
98,348
+39,089
+66% +$354K ﹤0.01% 2416
2025
Q1
$553K Sell
59,259
-10,280
-15% -$95.9K ﹤0.01% 2482
2024
Q4
$826K Sell
69,539
-1,646
-2% -$19.6K ﹤0.01% 2443
2024
Q3
$1.12M Sell
71,185
-3,389
-5% -$53.2K ﹤0.01% 2341
2024
Q2
$999K Buy
74,574
+15,585
+26% +$209K ﹤0.01% 2370
2024
Q1
$782K Buy
58,989
+4,793
+9% +$63.6K ﹤0.01% 2129
2023
Q4
$740K Buy
54,196
+6,303
+13% +$86.1K ﹤0.01% 2174
2023
Q3
$407K Buy
47,893
+6,903
+17% +$58.7K ﹤0.01% 2362
2023
Q2
$412K Hold
40,990
﹤0.01% 2381
2023
Q1
$412K Hold
40,990
﹤0.01% 2381
2022
Q4
$334K Buy
40,990
+29,890
+269% +$243K ﹤0.01% 2313
2022
Q3
$124K Hold
11,100
﹤0.01% 2664
2022
Q2
$144K Buy
+11,100
New +$144K ﹤0.01% 2617