Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.3K Sell
890
-14,402
-94% -$814K ﹤0.01% 1115
2025
Q1
$837K Buy
15,292
+526
+4% +$28.8K 0.01% 349
2024
Q4
$926K Buy
14,766
+202
+1% +$12.7K 0.01% 332
2024
Q3
$900K Buy
14,564
+138
+1% +$8.53K 0.01% 339
2024
Q2
$901K Sell
14,426
-685
-5% -$42.8K 0.01% 332
2024
Q1
$1.1M Buy
15,111
+18
+0.1% +$1.31K 0.02% 313
2023
Q4
$1.11M Hold
15,093
0.02% 314
2023
Q3
$983K Hold
15,093
0.02% 323
2023
Q2
$1.15M Hold
15,093
0.02% 312
2023
Q1
$1.03M Hold
15,093
0.02% 328
2022
Q4
$888K Hold
15,093
0.01% 351
2022
Q3
$780K Sell
15,093
-34
-0.2% -$1.76K 0.01% 375
2022
Q2
$791K Hold
15,127
0.01% 400
2022
Q1
$900K Buy
15,127
+8,264
+120% +$492K 0.01% 399
2021
Q4
$356K Buy
+6,863
New +$356K ﹤0.01% 552