Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$987K Buy
6,207
+584
+10% +$92.8K 0.01% 278
2025
Q1
$809K Buy
5,623
+1,026
+22% +$148K 0.01% 286
2024
Q4
$721K Sell
4,597
-478
-9% -$75K 0.01% 283
2024
Q3
$629K Buy
5,075
+584
+13% +$72.3K 0.01% 383
2024
Q2
$540K Buy
4,491
+1,177
+36% +$141K 0.01% 355
2024
Q1
$398K Buy
3,314
+787
+31% +$94.6K 0.01% 318
2023
Q4
$270K Buy
2,527
+692
+38% +$73.9K ﹤0.01% 360
2023
Q3
$156K Buy
1,835
+1,431
+354% +$122K ﹤0.01% 495
2023
Q2
$36K Sell
404
-3,708
-90% -$330K ﹤0.01% 820
2023
Q1
$344K Sell
4,112
-501
-11% -$41.9K 0.01% 371
2022
Q4
$349K Buy
4,613
+2,220
+93% +$168K 0.01% 325
2022
Q3
$170K Buy
2,393
+511
+27% +$36.3K ﹤0.01% 369
2022
Q2
$149K Buy
+1,882
New +$149K ﹤0.01% 387