Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
5,328
-2,458
-32% -$196K 0.01% 507
2025
Q1
$627K Buy
7,786
+1,273
+20% +$102K 0.01% 354
2024
Q4
$623K Sell
6,513
-549
-8% -$52.5K 0.01% 326
2024
Q3
$636K Buy
7,062
+2,101
+42% +$189K 0.01% 380
2024
Q2
$540K Buy
4,961
+648
+15% +$70.5K 0.01% 357
2024
Q1
$469K Buy
4,313
+2,332
+118% +$254K 0.01% 283
2023
Q4
$211K Buy
1,981
+281
+17% +$29.9K ﹤0.01% 435
2023
Q3
$153K Buy
1,700
+1,395
+457% +$126K ﹤0.01% 502
2023
Q2
$24K Sell
305
-2,530
-89% -$199K ﹤0.01% 973
2023
Q1
$239K Buy
2,835
+656
+30% +$55.3K ﹤0.01% 481
2022
Q4
$175K Buy
2,179
+1,123
+106% +$90.2K ﹤0.01% 499
2022
Q3
$96K Buy
1,056
+218
+26% +$19.8K ﹤0.01% 539
2022
Q2
$100K Buy
+838
New +$100K ﹤0.01% 496