Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
11,895
-3,264
-22% -$147K ﹤0.01% 1462
2025
Q1
$712K Buy
15,159
+3,129
+26% +$147K ﹤0.01% 1264
2024
Q4
$678K Buy
12,030
+477
+4% +$26.9K ﹤0.01% 1326
2024
Q3
$595K Buy
11,553
+1,808
+19% +$93.2K ﹤0.01% 1414
2024
Q2
$485K Sell
9,745
-434
-4% -$21.6K ﹤0.01% 1506
2024
Q1
$594K Buy
10,179
+7,808
+329% +$455K ﹤0.01% 1396
2023
Q4
$149K Sell
2,371
-578
-20% -$36.4K ﹤0.01% 2155
2023
Q3
$133K Buy
2,949
+1,412
+92% +$63.9K ﹤0.01% 2003
2023
Q2
$78.6K Buy
1,537
+129
+9% +$6.59K ﹤0.01% 2287
2023
Q1
$48.3K Buy
1,408
+861
+157% +$29.5K ﹤0.01% 2526
2022
Q4
$24.9K Sell
547
-1,449
-73% -$65.8K ﹤0.01% 2871
2022
Q3
$102K Buy
+1,996
New +$102K ﹤0.01% 2183
2022
Q2
Sell
-13
Closed -$1K 4100
2022
Q1
$1K Buy
+13
New +$1K ﹤0.01% 3915