Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
52,950
+1,437
+3% +$63.6K ﹤0.01% 801
2025
Q1
$1.71M Buy
51,513
+9,748
+23% +$323K ﹤0.01% 905
2024
Q4
$1.52M Buy
41,765
+2,022
+5% +$73.7K ﹤0.01% 971
2024
Q3
$1.13M Sell
39,743
-206
-0.5% -$5.83K ﹤0.01% 1084
2024
Q2
$1.03M Buy
39,949
+8,576
+27% +$221K ﹤0.01% 1098
2024
Q1
$782K Sell
31,373
-20,769
-40% -$518K ﹤0.01% 1239
2023
Q4
$952K Buy
52,142
+14,221
+38% +$260K ﹤0.01% 1138
2023
Q3
$710K Buy
37,921
+12,911
+52% +$242K ﹤0.01% 1198
2023
Q2
$564K Sell
25,010
-1,480
-6% -$33.4K ﹤0.01% 1325
2023
Q1
$470K Sell
26,490
-2,329
-8% -$41.3K ﹤0.01% 1428
2022
Q4
$520K Buy
28,819
+158
+0.6% +$2.85K ﹤0.01% 1381
2022
Q3
$478K Buy
28,661
+1,905
+7% +$31.8K ﹤0.01% 1407
2022
Q2
$347K Sell
26,756
-28,951
-52% -$375K ﹤0.01% 1628
2022
Q1
$1.21M Buy
55,707
+33,705
+153% +$732K ﹤0.01% 1089
2021
Q4
$764K Buy
+22,002
New +$764K ﹤0.01% 1324