Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Sell
36,684
-1,027
-3% -$45.5K 0.01% 673
2025
Q1
$1.25M Buy
37,711
+4,118
+12% +$137K 0.01% 700
2024
Q4
$1.22M Buy
33,593
+11,493
+52% +$419K 0.01% 704
2024
Q3
$626K Buy
22,100
+409
+2% +$11.6K 0.01% 927
2024
Q2
$559K Buy
21,691
+445
+2% +$11.5K 0.01% 930
2024
Q1
$529K Buy
21,246
+9,801
+86% +$244K ﹤0.01% 969
2023
Q4
$209K Buy
11,445
+312
+3% +$5.7K ﹤0.01% 1245
2023
Q3
$209K Buy
+11,133
New +$209K ﹤0.01% 1215