Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Sell
153,204
-23,112
-13% -$245K 0.01% 395
2025
Q1
$1.34M Buy
176,316
+10,346
+6% +$78.5K 0.01% 414
2024
Q4
$1.34M Sell
165,970
-11,500
-6% -$93.2K 0.01% 413
2024
Q3
$1.63M Buy
177,470
+22,725
+15% +$209K 0.01% 389
2024
Q2
$1.4M Buy
154,745
+18,384
+13% +$166K 0.01% 390
2024
Q1
$955K Buy
136,361
+76,723
+129% +$537K 0.01% 498
2023
Q4
$329K Buy
59,638
+14,092
+31% +$77.8K ﹤0.01% 810
2023
Q3
$222K Buy
45,546
+13,246
+41% +$64.5K ﹤0.01% 951
2023
Q2
$155K Buy
32,300
+14,594
+82% +$70.1K ﹤0.01% 979
2023
Q1
$93K Buy
+17,706
New +$93K ﹤0.01% 1005