Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
2,613
+325
+14% +$155K ﹤0.01% 1424
2025
Q1
$839K Sell
2,288
-505
-18% -$185K ﹤0.01% 1499
2024
Q4
$1.25M Buy
2,793
+219
+9% +$97.9K ﹤0.01% 1319
2024
Q3
$1.3M Buy
2,574
+843
+49% +$425K ﹤0.01% 1287
2024
Q2
$745K Buy
1,731
+153
+10% +$65.8K ﹤0.01% 1360
2024
Q1
$598K Buy
1,578
+159
+11% +$60.2K ﹤0.01% 1518
2023
Q4
$460K Buy
1,419
+11
+0.8% +$3.56K ﹤0.01% 1300
2023
Q3
$442K Buy
1,408
+135
+11% +$42.4K ﹤0.01% 1020
2023
Q2
$434K Buy
1,273
+13
+1% +$4.44K ﹤0.01% 1243
2023
Q1
$378K Buy
1,260
+28
+2% +$8.4K ﹤0.01% 1422
2022
Q4
$370K Sell
1,232
-132
-10% -$39.6K ﹤0.01% 1068
2022
Q3
$356K Sell
1,364
-477
-26% -$124K ﹤0.01% 833
2022
Q2
$518K Buy
+1,841
New +$518K 0.01% 729