Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Sell
2,086
-159
-7% -$52.6K 0.01% 364
2025
Q1
$739K Buy
2,245
+316
+16% +$104K 0.01% 315
2024
Q4
$533K Sell
1,929
-512
-21% -$141K 0.01% 361
2024
Q3
$807K Buy
2,441
+911
+60% +$301K 0.01% 320
2024
Q2
$556K Buy
1,530
+607
+66% +$220K 0.01% 345
2024
Q1
$335K Buy
923
+10
+1% +$3.63K ﹤0.01% 365
2023
Q4
$261K Buy
913
+93
+11% +$26.6K ﹤0.01% 371
2023
Q3
$230K Buy
820
+430
+110% +$121K ﹤0.01% 400
2023
Q2
$100K Sell
390
-1,222
-76% -$313K ﹤0.01% 502
2023
Q1
$534K Buy
1,612
+162
+11% +$53.7K 0.01% 279
2022
Q4
$402K Buy
1,450
+527
+57% +$146K 0.01% 292
2022
Q3
$243K Buy
923
+375
+68% +$98.7K ﹤0.01% 314
2022
Q2
$131K Buy
+548
New +$131K ﹤0.01% 419