Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
15,349
+505
+3% +$60.9K ﹤0.01% 487
2025
Q1
$1.73M Buy
14,844
+506
+4% +$58.9K ﹤0.01% 521
2024
Q4
$1.72M Sell
14,338
-1,851
-11% -$222K ﹤0.01% 670
2024
Q3
$1.72M Buy
16,189
+5,197
+47% +$552K ﹤0.01% 681
2024
Q2
$1.04M Buy
10,992
+6,887
+168% +$651K ﹤0.01% 653
2024
Q1
$454K Buy
4,105
+4,035
+5,764% +$446K ﹤0.01% 836
2023
Q4
$6K Sell
70
-85
-55% -$7.29K ﹤0.01% 1707
2023
Q3
$11K Sell
155
-654
-81% -$46.4K ﹤0.01% 1559
2023
Q2
$54K Buy
+809
New +$54K ﹤0.01% 1361
2023
Q1
Hold
0
1979
2022
Q4
Hold
0
1975
2022
Q3
Sell
-3
Closed 2062
2022
Q2
$0 Buy
+3
New ﹤0.01% 1906