Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$853K Buy
3,166
+392
+14% +$106K 0.01% 316
2025
Q1
$703K Buy
2,774
+48
+2% +$12.2K 0.01% 324
2024
Q4
$639K Buy
2,726
+827
+44% +$194K 0.01% 319
2024
Q3
$452K Buy
1,899
+1,123
+145% +$267K 0.01% 509
2024
Q2
$179K Buy
776
+179
+30% +$41.3K ﹤0.01% 751
2024
Q1
$138K Buy
597
+88
+17% +$20.3K ﹤0.01% 622
2023
Q4
$86K Buy
509
+312
+158% +$52.7K ﹤0.01% 743
2023
Q3
$37K Sell
197
-327
-62% -$61.4K ﹤0.01% 954
2023
Q2
$87K Buy
524
+219
+72% +$36.4K ﹤0.01% 534
2023
Q1
$44K Buy
305
+60
+24% +$8.66K ﹤0.01% 1082
2022
Q4
$36K Buy
245
+141
+136% +$20.7K ﹤0.01% 1057
2022
Q3
$16K Buy
104
+23
+28% +$3.54K ﹤0.01% 1172
2022
Q2
$14K Buy
+81
New +$14K ﹤0.01% 1088