Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
58,536
+2,401
+4% +$82K 0.02% 471
2025
Q1
$1.73M Buy
56,135
+1,441
+3% +$44.5K 0.03% 416
2024
Q4
$1.73M Buy
54,694
+2,407
+5% +$76.1K 0.03% 417
2024
Q3
$1.71M Buy
+52,287
New +$1.71M 0.04% 375
2024
Q1
Sell
-319
Closed -$8.17K 1266
2023
Q4
$8.17K Buy
+319
New +$8.17K ﹤0.01% 1102
2023
Q3
Sell
-1,677
Closed -$49.3K 1336
2023
Q2
$49.3K Sell
1,677
-33
-2% -$970 ﹤0.01% 1059
2023
Q1
$45.8K Buy
+1,710
New +$45.8K ﹤0.01% 890
2020
Q4
Sell
-70
Closed -$1K 1011
2020
Q3
$1K Buy
+70
New +$1K ﹤0.01% 862