Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787K Buy
5,223
+2,964
+131% +$446K ﹤0.01% 1245
2025
Q1
$243K Sell
2,259
-34
-1% -$3.66K ﹤0.01% 1641
2024
Q4
$271K Buy
+2,293
New +$271K ﹤0.01% 1679
2024
Q2
Sell
-4,053
Closed -$303K 1968
2024
Q1
$303K Sell
4,053
-3,418
-46% -$255K ﹤0.01% 1538
2023
Q4
$498K Buy
7,471
+1,834
+33% +$122K ﹤0.01% 1433
2023
Q3
$330K Buy
5,637
+2,991
+113% +$175K ﹤0.01% 1484
2023
Q2
$128K Sell
2,646
-281
-10% -$13.6K ﹤0.01% 1715
2023
Q1
$126K Buy
+2,927
New +$126K ﹤0.01% 1689