Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
30,909
+1,422
+5% +$19.5K ﹤0.01% 1595
2025
Q1
$367K Sell
29,487
-4,414
-13% -$55K ﹤0.01% 1660
2024
Q4
$451K Sell
33,901
-13,960
-29% -$186K ﹤0.01% 1548
2024
Q3
$537K Sell
47,861
-31,665
-40% -$355K ﹤0.01% 1476
2024
Q2
$1.07M Buy
79,526
+5,731
+8% +$76.9K ﹤0.01% 1072
2024
Q1
$808K Sell
73,795
-9,728
-12% -$107K ﹤0.01% 1218
2023
Q4
$1.96M Buy
83,523
+10,356
+14% +$243K ﹤0.01% 834
2023
Q3
$1.78M Buy
73,167
+7,346
+11% +$178K ﹤0.01% 846
2023
Q2
$1.1M Buy
65,821
+19,267
+41% +$321K ﹤0.01% 1012
2023
Q1
$721K Sell
46,554
-15,691
-25% -$243K ﹤0.01% 1216
2022
Q4
$1.15M Buy
62,245
+5,668
+10% +$104K ﹤0.01% 1005
2022
Q3
$1.86M Buy
56,577
+9,177
+19% +$302K ﹤0.01% 804
2022
Q2
$1.22M Buy
47,400
+15,772
+50% +$406K ﹤0.01% 1021
2022
Q1
$1.59M Buy
31,628
+4,285
+16% +$216K ﹤0.01% 978
2021
Q4
$2.84M Buy
+27,343
New +$2.84M ﹤0.01% 783