Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
46,767
+148
+0.3% +$1.61K 0.04% 325
2025
Q1
$468K Sell
46,619
-1,418
-3% -$14.2K 0.05% 266
2024
Q4
$476K Buy
48,037
+269
+0.6% +$2.66K 0.05% 242
2024
Q3
$504K Buy
47,768
+605
+1% +$6.39K 0.07% 158
2024
Q2
$607K Buy
47,163
+15,248
+48% +$196K 0.1% 114
2024
Q1
$424K Sell
31,915
-1,299
-4% -$17.3K 0.07% 135
2023
Q4
$405K Buy
33,214
+1,002
+3% +$12.2K 0.08% 125
2023
Q3
$400K Buy
32,212
+29,700
+1,182% +$369K 0.09% 118
2023
Q2
$38K Buy
+2,512
New +$38K 0.01% 345
2023
Q1
Sell
-1,607
Closed -$18.7K 381
2022
Q4
$18.7K Buy
+1,607
New +$18.7K ﹤0.01% 322