Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$847K Buy
4,916
+68
+1% +$11.7K 0.01% 319
2025
Q1
$856K Buy
4,848
+370
+8% +$65.3K 0.01% 274
2024
Q4
$871K Sell
4,478
-5,300
-54% -$1.03M 0.01% 252
2024
Q3
$2M Buy
9,778
+5,410
+124% +$1.11M 0.03% 152
2024
Q2
$1.1M Buy
4,368
+3,086
+241% +$777K 0.02% 205
2024
Q1
$323K Sell
1,282
-130
-9% -$32.7K ﹤0.01% 377
2023
Q4
$254K Buy
1,412
+724
+105% +$130K ﹤0.01% 379
2023
Q3
$110K Buy
688
+189
+38% +$30.2K ﹤0.01% 594
2023
Q2
$71K Sell
499
-1,177
-70% -$167K ﹤0.01% 586
2023
Q1
$229K Buy
1,676
+151
+10% +$20.6K ﹤0.01% 494
2022
Q4
$199K Buy
1,525
+984
+182% +$128K ﹤0.01% 456
2022
Q3
$83K Buy
541
+433
+401% +$66.4K ﹤0.01% 599
2022
Q2
$20K Buy
+108
New +$20K ﹤0.01% 959