Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
4,005
+269
+7% +$22K ﹤0.01% 604
2025
Q1
$371K Buy
3,736
+86
+2% +$8.53K ﹤0.01% 496
2024
Q4
$366K Sell
3,650
-2,188
-37% -$220K ﹤0.01% 463
2024
Q3
$476K Buy
5,838
+3,391
+139% +$277K 0.01% 489
2024
Q2
$196K Buy
2,447
+510
+26% +$40.9K ﹤0.01% 714
2024
Q1
$155K Sell
1,937
-229
-11% -$18.4K ﹤0.01% 590
2023
Q4
$137K Buy
2,166
+1,733
+400% +$110K ﹤0.01% 568
2023
Q3
$26K Sell
433
-56
-11% -$3.36K ﹤0.01% 1087
2023
Q2
$31K Sell
489
-250
-34% -$15.8K ﹤0.01% 876
2023
Q1
$49K Buy
739
+213
+40% +$14.1K ﹤0.01% 1043
2022
Q4
$27K Sell
526
-57
-10% -$2.93K ﹤0.01% 1181
2022
Q3
$32K Buy
583
+75
+15% +$4.12K ﹤0.01% 913
2022
Q2
$36K Buy
+508
New +$36K ﹤0.01% 784