Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
502
-1,893
-79% -$557K ﹤0.01% 1549
2025
Q1
$643K Buy
2,395
+1,094
+84% +$294K 0.02% 673
2024
Q4
$327K Buy
1,301
+586
+82% +$147K 0.01% 767
2024
Q3
$157K Buy
715
+43
+6% +$9.47K 0.01% 1097
2024
Q2
$115K Buy
672
+538
+401% +$92.1K 0.01% 1074
2024
Q1
$25.4K Buy
134
+3
+2% +$570 ﹤0.01% 1417
2023
Q4
$23.4K Buy
131
+72
+122% +$12.9K ﹤0.01% 1295
2023
Q3
$9.51K Buy
59
+7
+13% +$1.13K ﹤0.01% 1305
2023
Q2
$7.61K Sell
52
-2
-4% -$293 ﹤0.01% 1282
2023
Q1
$7.87K Buy
54
+18
+50% +$2.62K ﹤0.01% 1199
2022
Q4
$5.17K Buy
+36
New +$5.17K ﹤0.01% 1162