Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
16,434
-204
-1% -$6.61K 0.01% 424
2025
Q1
$515K Buy
16,638
+5,206
+46% +$161K 0.01% 403
2024
Q4
$313K Sell
11,432
-7,638
-40% -$209K ﹤0.01% 516
2024
Q3
$587K Buy
19,070
+6,216
+48% +$191K 0.01% 403
2024
Q2
$408K Buy
12,854
+6,687
+108% +$212K 0.01% 449
2024
Q1
$196K Buy
6,167
+701
+13% +$22.2K ﹤0.01% 513
2023
Q4
$174K Buy
5,466
+2,011
+58% +$64K ﹤0.01% 489
2023
Q3
$99K Buy
3,455
+1,613
+88% +$46.2K ﹤0.01% 621
2023
Q2
$52K Sell
1,842
-8,307
-82% -$235K ﹤0.01% 681
2023
Q1
$291K Buy
10,149
+2,020
+25% +$57.9K ﹤0.01% 418
2022
Q4
$172K Buy
8,129
+4,531
+126% +$95.9K ﹤0.01% 503
2022
Q3
$86K Buy
3,598
+1,125
+45% +$26.9K ﹤0.01% 576
2022
Q2
$73K Buy
+2,473
New +$73K ﹤0.01% 586