Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
135,429
-20,129
-13% -$167K ﹤0.01% 1179
2025
Q1
$921K Sell
155,558
-13,125
-8% -$77.7K ﹤0.01% 1348
2024
Q4
$1.25M Sell
168,683
-138,236
-45% -$1.03M ﹤0.01% 1347
2024
Q3
$2.01M Buy
306,919
+731
+0.2% +$4.8K ﹤0.01% 1157
2024
Q2
$2.76M Sell
306,188
-17,036
-5% -$153K ﹤0.01% 1056
2024
Q1
$3.15M Sell
323,224
-20,701
-6% -$202K ﹤0.01% 1053
2023
Q4
$3.13M Buy
343,925
+232,763
+209% +$2.12M ﹤0.01% 1084
2023
Q3
$1.04M Buy
111,162
+6,475
+6% +$60.5K ﹤0.01% 1298
2023
Q2
$1.21M Sell
104,687
-17,500
-14% -$202K ﹤0.01% 1245
2023
Q1
$1.33M Buy
122,187
+2,959
+2% +$32.1K ﹤0.01% 1222
2022
Q4
$1.13M Buy
119,228
+27,870
+31% +$264K ﹤0.01% 1288
2022
Q3
$826K Buy
+91,358
New +$826K ﹤0.01% 1273