Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
851
+67
+9% +$33.6K 0.01% 505
2025
Q1
$365K Buy
784
+501
+177% +$233K ﹤0.01% 502
2024
Q4
$134K Sell
283
-1,202
-81% -$569K ﹤0.01% 805
2024
Q3
$625K Buy
1,485
+774
+109% +$326K 0.01% 386
2024
Q2
$279K Buy
711
+555
+356% +$218K ﹤0.01% 583
2024
Q1
$61.3K Sell
156
-349
-69% -$137K ﹤0.01% 851
2023
Q4
$160K Sell
505
-759
-60% -$240K ﹤0.01% 522
2023
Q3
$440K Buy
1,264
+36
+3% +$12.5K 0.01% 266
2023
Q2
$376K Buy
1,228
+927
+308% +$284K 0.01% 274
2023
Q1
$84K Sell
301
-16
-5% -$4.47K ﹤0.01% 827
2022
Q4
$77K Buy
317
+191
+152% +$46.4K ﹤0.01% 751
2022
Q3
$34K Buy
126
+3
+2% +$810 ﹤0.01% 891
2022
Q2
$41K Buy
+123
New +$41K ﹤0.01% 749