Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
24,063
+3,277
+16% +$57.1K ﹤0.01% 514
2025
Q1
$332K Buy
20,786
+6,135
+42% +$98.1K ﹤0.01% 533
2024
Q4
$251K Sell
14,651
-23,245
-61% -$398K ﹤0.01% 570
2024
Q3
$538K Buy
37,896
+14,725
+64% +$209K 0.01% 437
2024
Q2
$366K Buy
23,171
+6,365
+38% +$101K 0.01% 492
2024
Q1
$266K Buy
16,806
+4,776
+40% +$75.5K ﹤0.01% 426
2023
Q4
$129K Buy
12,030
+2,016
+20% +$21.6K ﹤0.01% 590
2023
Q3
$92K Buy
10,014
+7,236
+260% +$66.5K ﹤0.01% 650
2023
Q2
$34K Sell
2,778
-25,011
-90% -$306K ﹤0.01% 841
2023
Q1
$484K Buy
27,789
+4,761
+21% +$82.9K 0.01% 302
2022
Q4
$369K Buy
23,028
+8,187
+55% +$131K 0.01% 313
2022
Q3
$256K Buy
14,841
+2,564
+21% +$44.2K ﹤0.01% 303
2022
Q2
$275K Buy
+12,277
New +$275K ﹤0.01% 275