Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$940K Buy
66,410
+3,882
+6% +$54.9K 0.01% 289
2025
Q1
$745K Buy
62,528
+17,345
+38% +$207K 0.01% 311
2024
Q4
$460K Sell
45,183
-18,741
-29% -$191K 0.01% 398
2024
Q3
$513K Buy
63,924
+33,218
+108% +$267K 0.01% 457
2024
Q2
$209K Buy
30,706
+11,368
+59% +$77.3K ﹤0.01% 687
2024
Q1
$131K Buy
19,338
+3,666
+23% +$24.9K ﹤0.01% 632
2023
Q4
$91K Buy
15,672
+6,141
+64% +$35.7K ﹤0.01% 714
2023
Q3
$59K Buy
9,531
+6,664
+232% +$41.3K ﹤0.01% 795
2023
Q2
$19K Sell
2,867
-26,354
-90% -$175K ﹤0.01% 1064
2023
Q1
$189K Buy
29,221
+10,097
+53% +$65.3K ﹤0.01% 563
2022
Q4
$96K Buy
19,124
+12,000
+168% +$60.2K ﹤0.01% 684
2022
Q3
$39K Buy
7,124
+6,031
+552% +$33K ﹤0.01% 853
2022
Q2
$7K Buy
+1,093
New +$7K ﹤0.01% 1339