Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
7,218
+1,140
+19% +$66.4K 0.01% 513
2025
Q1
$302K Buy
6,078
+2,668
+78% +$133K ﹤0.01% 567
2024
Q4
$153K Sell
3,410
-820
-19% -$36.7K ﹤0.01% 751
2024
Q3
$215K Buy
4,230
+155
+4% +$7.89K ﹤0.01% 822
2024
Q2
$221K Buy
4,075
+450
+12% +$24.4K ﹤0.01% 669
2024
Q1
$197K Buy
3,625
+784
+28% +$42.6K ﹤0.01% 507
2023
Q4
$175K Sell
2,841
-126
-4% -$7.76K ﹤0.01% 486
2023
Q3
$175K Buy
2,967
+1,498
+102% +$88.4K ﹤0.01% 468
2023
Q2
$108K Sell
1,469
-2,944
-67% -$216K ﹤0.01% 478
2023
Q1
$322K Buy
4,413
+959
+28% +$70K 0.01% 388
2022
Q4
$288K Buy
3,454
+1,322
+62% +$110K 0.01% 360
2022
Q3
$170K Buy
2,132
+1,237
+138% +$98.6K ﹤0.01% 368
2022
Q2
$93K Buy
+895
New +$93K ﹤0.01% 517