Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
862
+169
+24% +$94.1K 0.01% 460
2025
Q1
$396K Buy
693
+90
+15% +$51.4K 0.01% 477
2024
Q4
$420K Sell
603
-117
-16% -$81.5K 0.01% 420
2024
Q3
$425K Buy
720
+264
+58% +$156K 0.01% 531
2024
Q2
$286K Buy
456
+79
+21% +$49.5K ﹤0.01% 575
2024
Q1
$236K Buy
377
+156
+71% +$97.7K ﹤0.01% 455
2023
Q4
$109K Buy
221
+70
+46% +$34.5K ﹤0.01% 648
2023
Q3
$80K Buy
151
+107
+243% +$56.7K ﹤0.01% 691
2023
Q2
$19K Sell
44
-532
-92% -$230K ﹤0.01% 1059
2023
Q1
$166K Buy
576
+567
+6,300% +$163K ﹤0.01% 606
2022
Q4
$2K Sell
9
-1
-10% -$222 ﹤0.01% 1928
2022
Q3
$3K Sell
10
-8
-44% -$2.4K ﹤0.01% 1688
2022
Q2
$9K Buy
+18
New +$9K ﹤0.01% 1238