Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
1,790
+145
+9% +$70.6K 0.01% 310
2025
Q1
$1.01M Buy
1,645
+101
+7% +$62.1K 0.01% 246
2024
Q4
$818K Sell
1,544
-331
-18% -$175K 0.01% 267
2024
Q3
$1.02M Buy
1,875
+200
+12% +$109K 0.01% 266
2024
Q2
$1.08M Buy
1,675
+46
+3% +$29.5K 0.01% 208
2024
Q1
$1.05M Buy
1,629
+85
+6% +$54.6K 0.01% 174
2023
Q4
$802K Buy
1,544
+16
+1% +$8.31K 0.01% 183
2023
Q3
$828K Buy
1,528
+42
+3% +$22.8K 0.01% 188
2023
Q2
$799K Sell
1,486
-92
-6% -$49.5K 0.01% 184
2023
Q1
$805K Buy
1,578
+30
+2% +$15.3K 0.01% 213
2022
Q4
$676K Buy
1,548
+38
+3% +$16.6K 0.01% 211
2022
Q3
$708K Buy
1,510
+13
+0.9% +$6.1K 0.01% 172
2022
Q2
$758K Buy
+1,497
New +$758K 0.01% 160