Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2,368
+285
+14% +$48.1K ﹤0.01% 528
2025
Q1
$321K Buy
2,083
+670
+47% +$103K ﹤0.01% 542
2024
Q4
$240K Buy
1,413
+397
+39% +$67.4K ﹤0.01% 579
2024
Q3
$175K Buy
1,016
+164
+19% +$28.2K ﹤0.01% 927
2024
Q2
$222K Buy
852
+42
+5% +$10.9K ﹤0.01% 667
2024
Q1
$211K Buy
810
+354
+78% +$92.3K ﹤0.01% 478
2023
Q4
$78K Sell
456
-18
-4% -$3.08K ﹤0.01% 786
2023
Q3
$98K Buy
474
+282
+147% +$58.3K ﹤0.01% 627
2023
Q2
$44K Sell
192
-929
-83% -$213K ﹤0.01% 737
2023
Q1
$216K Buy
1,121
+216
+24% +$41.6K ﹤0.01% 515
2022
Q4
$170K Buy
905
+157
+21% +$29.5K ﹤0.01% 511
2022
Q3
$144K Buy
748
+401
+116% +$77.2K ﹤0.01% 414
2022
Q2
$76K Buy
+347
New +$76K ﹤0.01% 577