Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$913K Buy
5,854
+616
+12% +$96.1K 0.01% 297
2025
Q1
$862K Buy
5,238
+992
+23% +$163K 0.01% 268
2024
Q4
$692K Sell
4,246
-806
-16% -$131K 0.01% 293
2024
Q3
$876K Buy
5,052
+1,859
+58% +$322K 0.01% 300
2024
Q2
$540K Buy
3,193
+506
+19% +$85.6K 0.01% 354
2024
Q1
$455K Buy
2,687
+363
+16% +$61.4K 0.01% 287
2023
Q4
$405K Sell
2,324
-3,892
-63% -$678K 0.01% 284
2023
Q3
$1.07M Buy
6,216
+317
+5% +$54.6K 0.02% 163
2023
Q2
$982K Sell
5,899
-1,318
-18% -$219K 0.02% 161
2023
Q1
$1.06M Sell
7,217
-54
-0.7% -$7.92K 0.02% 185
2022
Q4
$1.08M Buy
7,271
+6,170
+560% +$915K 0.02% 169
2022
Q3
$189K Buy
1,101
+154
+16% +$26.4K ﹤0.01% 356
2022
Q2
$179K Buy
+947
New +$179K ﹤0.01% 344