Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
99,892
+22,687
+29% +$118K 0.01% 877
2025
Q1
$407K Sell
77,205
-9,541
-11% -$50.3K 0.01% 936
2024
Q4
$384K Buy
86,746
+13,849
+19% +$61.3K 0.01% 1047
2024
Q3
$317K Buy
72,897
+4,390
+6% +$19.1K ﹤0.01% 1177
2024
Q2
$266K Buy
68,507
+35,625
+108% +$138K ﹤0.01% 1154
2024
Q1
$116K Buy
32,882
+4,515
+16% +$16K ﹤0.01% 640
2023
Q4
$97K Buy
28,367
+44
+0.2% +$150 ﹤0.01% 605
2023
Q3
$106K Sell
28,323
-372
-1% -$1.39K ﹤0.01% 456
2023
Q2
$119K Buy
28,695
+363
+1% +$1.51K ﹤0.01% 463
2023
Q1
$139K Buy
28,332
+540
+2% +$2.65K ﹤0.01% 469
2022
Q4
$129K Hold
27,792
0.01% 231
2022
Q3
$119K Buy
27,792
+763
+3% +$3.27K 0.01% 209
2022
Q2
$125K Buy
+27,029
New +$125K 0.01% 213