Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
5,236
+1,528
+41% +$346K 0.05% 320
2025
Q1
$615K Buy
3,708
+25
+0.7% +$4.15K 0.03% 438
2024
Q4
$727K Buy
3,683
+646
+21% +$128K 0.03% 388
2024
Q3
$527K Buy
+3,037
New +$527K 0.02% 454
2024
Q2
Sell
-1,609
Closed -$219K 2518
2024
Q1
$219K Buy
+1,609
New +$219K 0.01% 598
2022
Q4
$60.5K Buy
+812
New +$60.5K ﹤0.01% 926
2022
Q3
Sell
-418
Closed -$34K 1974
2022
Q2
$34K Buy
+418
New +$34K ﹤0.01% 1071
2022
Q1
Sell
-385
Closed -$46K 1975
2021
Q4
$46K Buy
+385
New +$46K ﹤0.01% 1025