Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
20,231
-321
-2% -$29.5K 0.01% 553
2025
Q1
$1.81M Sell
20,552
-1,089
-5% -$95.8K 0.02% 550
2024
Q4
$2M Buy
21,641
+3,973
+22% +$368K 0.02% 520
2024
Q3
$1.64M Buy
17,668
+3,384
+24% +$314K 0.01% 590
2024
Q2
$1.07M Buy
14,284
+2,115
+17% +$159K 0.01% 685
2024
Q1
$1.05M Buy
12,169
+2,959
+32% +$255K 0.01% 643
2023
Q4
$644K Buy
+9,210
New +$644K ﹤0.01% 1315