Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
12,708
+1,401
+12% +$61K 0.01% 413
2025
Q1
$534K Buy
11,307
+3,269
+41% +$154K 0.01% 396
2024
Q4
$393K Sell
8,038
-2,572
-24% -$126K 0.01% 448
2024
Q3
$538K Sell
10,610
-207
-2% -$10.5K 0.01% 438
2024
Q2
$626K Buy
10,817
+4,418
+69% +$256K 0.01% 308
2024
Q1
$370K Buy
6,399
+1,673
+35% +$96.8K 0.01% 334
2023
Q4
$257K Buy
4,726
+740
+19% +$40.2K ﹤0.01% 377
2023
Q3
$235K Buy
3,986
+3,216
+418% +$190K ﹤0.01% 394
2023
Q2
$47K Sell
770
-5,339
-87% -$326K ﹤0.01% 716
2023
Q1
$371K Buy
6,109
+1,865
+44% +$113K 0.01% 356
2022
Q4
$241K Buy
4,244
+2,280
+116% +$129K ﹤0.01% 402
2022
Q3
$112K Buy
1,964
+507
+35% +$28.9K ﹤0.01% 495
2022
Q2
$91K Buy
+1,457
New +$91K ﹤0.01% 525