Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
33,853
+1,894
+6% +$10.7K ﹤0.01% 1337
2025
Q1
$190K Buy
31,959
+1,730
+6% +$10.3K ﹤0.01% 1282
2024
Q4
$209K Buy
30,229
+2,437
+9% +$16.9K ﹤0.01% 1276
2024
Q3
$206K Sell
27,792
-2,242
-7% -$16.6K ﹤0.01% 1246
2024
Q2
$222K Buy
30,034
+4,839
+19% +$35.7K ﹤0.01% 1148
2024
Q1
$248K Buy
25,195
+160
+0.6% +$1.58K ﹤0.01% 1121
2023
Q4
$214K Buy
25,035
+1,353
+6% +$11.5K ﹤0.01% 1139
2023
Q3
$168K Buy
23,682
+124
+0.5% +$879 ﹤0.01% 1137
2023
Q2
$218K Buy
23,558
+1,530
+7% +$14.1K ﹤0.01% 1128
2023
Q1
$203K Buy
22,028
+2,604
+13% +$24K ﹤0.01% 1126
2022
Q4
$162K Buy
19,424
+377
+2% +$3.15K ﹤0.01% 1132
2022
Q3
$140K Buy
19,047
+720
+4% +$5.29K ﹤0.01% 1102
2022
Q2
$124K Buy
+18,327
New +$124K ﹤0.01% 1116