Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Buy
1,614
+61
+4% +$32.6K 0.01% 313
2025
Q1
$574K Buy
1,553
+58
+4% +$21.4K 0.01% 378
2024
Q4
$679K Sell
1,495
-297
-17% -$135K 0.01% 300
2024
Q3
$654K Sell
1,792
-1,252
-41% -$457K 0.01% 371
2024
Q2
$1.07M Buy
3,044
+1,656
+119% +$580K 0.01% 210
2024
Q1
$486K Buy
1,388
+285
+26% +$99.8K 0.01% 278
2023
Q4
$233K Buy
1,103
+290
+36% +$61.3K ﹤0.01% 404
2023
Q3
$150K Buy
813
+511
+169% +$94.3K ﹤0.01% 510
2023
Q2
$49K Sell
302
-1,452
-83% -$236K ﹤0.01% 698
2023
Q1
$259K Buy
1,754
+581
+50% +$85.8K ﹤0.01% 459
2022
Q4
$135K Buy
1,173
+354
+43% +$40.7K ﹤0.01% 576
2022
Q3
$84K Buy
819
+493
+151% +$50.6K ﹤0.01% 589
2022
Q2
$37K Buy
+326
New +$37K ﹤0.01% 775