Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
2,808
+252
+10% +$78.4K 0.01% 309
2025
Q1
$861K Buy
2,556
+504
+25% +$170K 0.01% 269
2024
Q4
$696K Sell
2,052
-1,544
-43% -$524K 0.01% 291
2024
Q3
$940K Buy
3,596
+650
+22% +$170K 0.01% 289
2024
Q2
$873K Buy
2,946
+387
+15% +$115K 0.01% 237
2024
Q1
$758K Buy
2,559
+83
+3% +$24.6K 0.01% 210
2023
Q4
$631K Buy
2,476
+224
+10% +$57.1K 0.01% 212
2023
Q3
$649K Buy
2,252
+663
+42% +$191K 0.01% 213
2023
Q2
$393K Sell
1,589
-1,740
-52% -$430K 0.01% 264
2023
Q1
$760K Buy
3,329
+567
+21% +$129K 0.01% 222
2022
Q4
$556K Buy
2,762
+827
+43% +$166K 0.01% 238
2022
Q3
$381K Buy
1,935
+135
+8% +$26.6K 0.01% 241
2022
Q2
$370K Buy
+1,800
New +$370K 0.01% 233