Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
180,085
+200
+0.1% +$3.14K ﹤0.01% 1760
2025
Q1
$3.44M Buy
179,885
+1,575
+0.9% +$30.1K ﹤0.01% 1618
2024
Q4
$4.25M Buy
178,310
+20,880
+13% +$498K ﹤0.01% 1559
2024
Q3
$4.41M Buy
157,430
+19,866
+14% +$556K ﹤0.01% 1566
2024
Q2
$3.6M Buy
137,564
+1,030
+0.8% +$26.9K ﹤0.01% 1635
2024
Q1
$2.99M Sell
136,534
-8,009
-6% -$175K ﹤0.01% 1702
2023
Q4
$3.36M Sell
144,543
-5,439
-4% -$127K ﹤0.01% 1670
2023
Q3
$2.96M Sell
149,982
-683
-0.5% -$13.5K ﹤0.01% 1668
2023
Q2
$3.42M Buy
150,665
+97,030
+181% +$2.2M ﹤0.01% 1597
2023
Q1
$1.05M Sell
53,635
-779,186
-94% -$15.3M ﹤0.01% 2203
2022
Q4
$14.3M Buy
+832,821
New +$14.3M 0.01% 938