Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
6,038
+3,385
+128% +$273K 0.01% 820
2025
Q1
$215K Sell
2,653
-971
-27% -$78.6K ﹤0.01% 1054
2024
Q4
$358K Sell
3,624
-1,385
-28% -$137K 0.01% 891
2024
Q3
$660K Buy
5,009
+1,219
+32% +$161K 0.02% 690
2024
Q2
$410K Sell
3,790
-1,219
-24% -$132K 0.01% 810
2024
Q1
$660K Sell
5,009
-3,800
-43% -$501K 0.02% 689
2023
Q4
$1.15M Sell
8,809
-107
-1% -$13.9K 0.03% 497
2023
Q3
$909K Buy
8,916
+2,228
+33% +$227K 0.03% 507
2023
Q2
$764K Buy
6,688
+257
+4% +$29.4K 0.03% 526
2023
Q1
$746K Buy
6,431
+2,522
+65% +$293K 0.03% 534
2022
Q4
$342K Buy
3,909
+856
+28% +$74.9K 0.02% 685
2022
Q3
$244K Buy
+3,053
New +$244K 0.02% 697