Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
5,264
+1,465
+39% +$190K 0.01% 917
2025
Q1
$457K Buy
3,799
+70
+2% +$8.42K ﹤0.01% 942
2024
Q4
$435K Buy
3,729
+1,133
+44% +$132K ﹤0.01% 910
2024
Q3
$390K Sell
2,596
-109
-4% -$16.4K ﹤0.01% 941
2024
Q2
$428K Sell
2,705
-306
-10% -$48.4K ﹤0.01% 876
2024
Q1
$596K Sell
3,011
-298
-9% -$59K 0.01% 749
2023
Q4
$576K Buy
3,309
+363
+12% +$63.2K 0.01% 727
2023
Q3
$461K Buy
2,946
+433
+17% +$67.7K 0.01% 744
2023
Q2
$412K Buy
2,513
+1,173
+88% +$192K 0.01% 756
2023
Q1
$207K Buy
+1,340
New +$207K ﹤0.01% 913
2022
Q4
Sell
-2,092
Closed -$224K 934
2022
Q3
$224K Buy
2,092
+81
+4% +$8.67K ﹤0.01% 768
2022
Q2
$210K Buy
2,011
+32
+2% +$3.34K ﹤0.01% 807
2022
Q1
$294K Buy
+1,979
New +$294K ﹤0.01% 720