Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
3,502
+527
+18% +$126K 0.01% 321
2025
Q1
$695K Buy
2,975
+650
+28% +$152K 0.01% 328
2024
Q4
$600K Sell
2,325
-741
-24% -$191K 0.01% 331
2024
Q3
$685K Buy
3,066
+1,405
+85% +$314K 0.01% 359
2024
Q2
$453K Buy
1,661
+334
+25% +$91.1K 0.01% 410
2024
Q1
$362K Buy
1,327
+854
+181% +$233K 0.01% 342
2023
Q4
$102K Buy
473
+114
+32% +$24.6K ﹤0.01% 671
2023
Q3
$81K Buy
359
+168
+88% +$37.9K ﹤0.01% 686
2023
Q2
$39K Sell
191
-1,029
-84% -$210K ﹤0.01% 791
2023
Q1
$204K Buy
1,220
+1,201
+6,321% +$201K ﹤0.01% 537
2022
Q4
$3K Sell
19
-38
-67% -$6K ﹤0.01% 1877
2022
Q3
$8K Buy
57
+36
+171% +$5.05K ﹤0.01% 1445
2022
Q2
$5K Buy
+21
New +$5K ﹤0.01% 1468