Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
3,375
+281
+9% +$37.8K 0.01% 484
2025
Q1
$318K Buy
3,094
+831
+37% +$85.5K ﹤0.01% 544
2024
Q4
$202K Sell
2,263
-2,246
-50% -$200K ﹤0.01% 657
2024
Q3
$431K Buy
4,509
+1,391
+45% +$133K 0.01% 528
2024
Q2
$323K Buy
3,118
+690
+28% +$71.4K ﹤0.01% 532
2024
Q1
$251K Buy
2,428
+1,254
+107% +$130K ﹤0.01% 437
2023
Q4
$117K Buy
1,174
+448
+62% +$44.6K ﹤0.01% 620
2023
Q3
$71K Buy
726
+19
+3% +$1.86K ﹤0.01% 736
2023
Q2
$63K Sell
707
-6,071
-90% -$541K ﹤0.01% 630
2023
Q1
$492K Buy
6,778
+1,501
+28% +$109K 0.01% 299
2022
Q4
$399K Buy
5,277
+2,889
+121% +$218K 0.01% 294
2022
Q3
$223K Buy
2,388
+420
+21% +$39.2K ﹤0.01% 333
2022
Q2
$177K Buy
+1,968
New +$177K ﹤0.01% 346