Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
+3,269
New +$413K 0.01% 801
2024
Q4
$522K Sell
3,979
-245
-6% -$32.1K 0.02% 620
2024
Q3
$454K Buy
4,224
+157
+4% +$16.9K 0.01% 657
2024
Q2
$432K Buy
4,067
+999
+33% +$106K 0.01% 647
2024
Q1
$374K Buy
3,068
+775
+34% +$94.6K 0.01% 597
2023
Q4
$196K Buy
2,293
+2,148
+1,481% +$184K 0.01% 759
2023
Q3
$10.8K Buy
145
+21
+17% +$1.56K ﹤0.01% 1923
2023
Q2
$7.32K Buy
124
+24
+24% +$1.42K ﹤0.01% 2072
2023
Q1
$4.44K Sell
100
-10
-9% -$444 ﹤0.01% 2196
2022
Q4
$3.66K Sell
110
-58
-35% -$1.93K ﹤0.01% 2127
2022
Q3
$5K Buy
+168
New +$5K ﹤0.01% 1961
2019
Q1
Sell
-231
Closed -$5K 1573
2018
Q4
$5K Sell
231
-58
-20% -$1.26K ﹤0.01% 1180
2018
Q3
$11K Buy
+289
New +$11K ﹤0.01% 1016