Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
30,827
+1,784
+6% +$14.1K ﹤0.01% 4275
2025
Q1
$224K Sell
29,043
-72
-0.2% -$556 ﹤0.01% 4183
2024
Q4
$299K Buy
29,115
+6,197
+27% +$63.6K ﹤0.01% 4052
2024
Q3
$212K Buy
22,918
+417
+2% +$3.85K ﹤0.01% 4148
2024
Q2
$185K Buy
22,501
+4,042
+22% +$33.2K ﹤0.01% 4209
2024
Q1
$223K Buy
18,459
+2,105
+13% +$25.4K ﹤0.01% 4046
2023
Q4
$180K Buy
16,354
+1,786
+12% +$19.7K ﹤0.01% 4137
2023
Q3
$144K Sell
14,568
-7,757
-35% -$76.5K ﹤0.01% 4233
2023
Q2
$294K Buy
22,325
+9,981
+81% +$131K ﹤0.01% 4113
2023
Q1
$135K Buy
12,344
+8,825
+251% +$96.5K ﹤0.01% 4387
2022
Q4
$30.3K Buy
+3,519
New +$30.3K ﹤0.01% 4779