Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$975K Sell
69,670
-68,565
-50% -$959K ﹤0.01% 3370
2025
Q1
$2M Buy
138,235
+2,589
+2% +$37.4K ﹤0.01% 2811
2024
Q4
$1.84M Buy
135,646
+11,210
+9% +$152K ﹤0.01% 2866
2024
Q3
$2.03M Sell
124,436
-10,355
-8% -$169K ﹤0.01% 2748
2024
Q2
$1.65M Buy
134,791
+1,464
+1% +$17.9K ﹤0.01% 2855
2024
Q1
$1.59M Buy
133,327
+4,841
+4% +$57.8K ﹤0.01% 2855
2023
Q4
$1.58M Buy
128,486
+10,448
+9% +$128K ﹤0.01% 2810
2023
Q3
$1.37M Sell
118,038
-18,171
-13% -$210K ﹤0.01% 2873
2023
Q2
$1.84M Buy
136,209
+38,319
+39% +$518K ﹤0.01% 2830
2023
Q1
$1.15M Buy
97,890
+44,096
+82% +$518K ﹤0.01% 3072
2022
Q4
$519K Buy
53,794
+4,234
+9% +$40.9K ﹤0.01% 3394
2022
Q3
$362K Buy
49,560
+23,788
+92% +$174K ﹤0.01% 3641
2022
Q2
$218K Buy
25,772
+13,480
+110% +$114K ﹤0.01% 3989
2022
Q1
$152K Sell
12,292
-54,829
-82% -$678K ﹤0.01% 4813
2021
Q4
$894K Sell
67,121
-44,008
-40% -$586K ﹤0.01% 3943
2021
Q3
$1.89M Buy
+111,129
New +$1.89M ﹤0.01% 3532