Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$849K Buy
2,417
+171
+8% +$60.1K 0.01% 317
2025
Q1
$711K Buy
2,246
+285
+15% +$90.2K 0.01% 323
2024
Q4
$661K Sell
1,961
-624
-24% -$210K 0.01% 308
2024
Q3
$831K Buy
2,585
+741
+40% +$238K 0.01% 312
2024
Q2
$640K Buy
1,844
+328
+22% +$114K 0.01% 304
2024
Q1
$526K Buy
1,516
+140
+10% +$48.6K 0.01% 268
2023
Q4
$409K Buy
1,376
+56
+4% +$16.6K 0.01% 280
2023
Q3
$436K Buy
1,320
+452
+52% +$149K 0.01% 271
2023
Q2
$289K Sell
868
-1,105
-56% -$368K ﹤0.01% 313
2023
Q1
$477K Buy
1,973
+327
+20% +$79.1K 0.01% 305
2022
Q4
$365K Buy
1,646
+490
+42% +$109K 0.01% 315
2022
Q3
$276K Buy
1,156
+171
+17% +$40.8K ﹤0.01% 287
2022
Q2
$312K Buy
+985
New +$312K ﹤0.01% 255