Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Sell
3,711
-1,250
-25% -$216K 0.01% 376
2025
Q1
$1.1M Buy
4,961
+982
+25% +$217K 0.01% 230
2024
Q4
$817K Sell
3,979
-1,511
-28% -$310K 0.01% 268
2024
Q3
$818K Buy
5,490
+3,642
+197% +$543K 0.01% 316
2024
Q2
$295K Buy
1,848
+882
+91% +$141K ﹤0.01% 564
2024
Q1
$154K Sell
966
-663
-41% -$106K ﹤0.01% 592
2023
Q4
$184K Buy
1,629
+475
+41% +$53.7K ﹤0.01% 467
2023
Q3
$146K Buy
1,154
+43
+4% +$5.44K ﹤0.01% 514
2023
Q2
$125K Sell
1,111
-994
-47% -$112K ﹤0.01% 454
2023
Q1
$213K Buy
2,105
+191
+10% +$19.3K ﹤0.01% 519
2022
Q4
$179K Buy
1,914
+662
+53% +$61.9K ﹤0.01% 492
2022
Q3
$112K Buy
1,252
+238
+23% +$21.3K ﹤0.01% 491
2022
Q2
$103K Buy
+1,014
New +$103K ﹤0.01% 485