Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$952K Sell
1,063
-52
-5% -$46.6K 0.01% 286
2025
Q1
$758K Buy
1,115
+251
+29% +$171K 0.01% 306
2024
Q4
$544K Sell
864
-1,234
-59% -$778K 0.01% 354
2024
Q3
$1.73M Buy
2,098
+1,072
+104% +$884K 0.02% 169
2024
Q2
$717K Buy
1,026
+649
+172% +$453K 0.01% 274
2024
Q1
$263K Sell
377
-84
-18% -$58.7K ﹤0.01% 430
2023
Q4
$211K Sell
461
-1,111
-71% -$509K ﹤0.01% 437
2023
Q3
$763K Buy
1,572
+185
+13% +$89.8K 0.01% 194
2023
Q2
$554K Sell
1,387
-46
-3% -$18.4K 0.01% 215
2023
Q1
$540K Sell
1,433
-8
-0.6% -$3.02K 0.01% 278
2022
Q4
$437K Buy
1,441
+1,349
+1,466% +$409K 0.01% 277
2022
Q3
$30K Buy
92
+33
+56% +$10.8K ﹤0.01% 931
2022
Q2
$22K Buy
+59
New +$22K ﹤0.01% 923