Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Buy
12,609
+8,183
+185% +$394K 0.01% 395
2025
Q1
$215K Sell
4,426
-13
-0.3% -$631 ﹤0.01% 679
2024
Q4
$217K Sell
4,439
-10,856
-71% -$530K ﹤0.01% 617
2024
Q3
$873K Buy
15,295
+8,122
+113% +$464K 0.01% 303
2024
Q2
$414K Buy
7,173
+5,255
+274% +$303K 0.01% 442
2024
Q1
$111K Sell
1,918
-2,620
-58% -$151K ﹤0.01% 686
2023
Q4
$258K Buy
4,538
+1,683
+59% +$95.7K ﹤0.01% 375
2023
Q3
$170K Buy
2,855
+578
+25% +$34.4K ﹤0.01% 475
2023
Q2
$144K Sell
2,277
-2,829
-55% -$179K ﹤0.01% 425
2023
Q1
$317K Buy
5,106
+936
+22% +$58.1K 0.01% 390
2022
Q4
$209K Buy
4,170
+2,081
+100% +$104K ﹤0.01% 436
2022
Q3
$117K Buy
2,089
+937
+81% +$52.5K ﹤0.01% 474
2022
Q2
$89K Buy
+1,152
New +$89K ﹤0.01% 532