Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
965
+46
+5% +$36.6K 0.01% 345
2025
Q1
$749K Buy
919
+7
+0.8% +$5.71K 0.01% 309
2024
Q4
$860K Sell
912
-1,157
-56% -$1.09M 0.01% 257
2024
Q3
$1.57M Buy
2,069
+1,610
+351% +$1.22M 0.02% 192
2024
Q2
$379K Buy
459
+389
+556% +$321K 0.01% 482
2024
Q1
$57.5K Sell
70
-82
-54% -$67.4K ﹤0.01% 869
2023
Q4
$110K Buy
152
+66
+77% +$47.8K ﹤0.01% 644
2023
Q3
$68K Buy
86
+43
+100% +$34K ﹤0.01% 743
2023
Q2
$31K Sell
43
-56
-57% -$40.4K ﹤0.01% 869
2023
Q1
$66K Sell
99
-250
-72% -$167K ﹤0.01% 915
2022
Q4
$198K Buy
349
+50
+17% +$28.4K ﹤0.01% 458
2022
Q3
$197K Buy
299
+165
+123% +$109K ﹤0.01% 352
2022
Q2
$100K Buy
+134
New +$100K ﹤0.01% 497