Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$798K Sell
5,499
-435
-7% -$63.2K 0.01% 333
2025
Q1
$751K Sell
5,934
-107
-2% -$13.5K 0.01% 308
2024
Q4
$628K Sell
6,041
-5,490
-48% -$571K 0.01% 323
2024
Q3
$813K Sell
11,531
-12
-0.1% -$846 0.01% 317
2024
Q2
$728K Buy
11,543
+10,254
+796% +$647K 0.01% 272
2024
Q1
$81.3K Buy
1,289
+653
+103% +$41.2K ﹤0.01% 771
2023
Q4
$29K Buy
636
+58
+10% +$2.65K ﹤0.01% 1152
2023
Q3
$22K Buy
578
+449
+348% +$17.1K ﹤0.01% 1143
2023
Q2
$5K Sell
129
-611
-83% -$23.7K ﹤0.01% 1538
2023
Q1
$23K Sell
740
-280
-27% -$8.7K ﹤0.01% 1322
2022
Q4
$43K Buy
1,020
+817
+402% +$34.4K ﹤0.01% 983
2022
Q3
$8K Buy
203
+99
+95% +$3.9K ﹤0.01% 1421
2022
Q2
$4K Buy
+104
New +$4K ﹤0.01% 1508