Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
761,376
+76,075
+11% +$252K ﹤0.01% 3272
2025
Q1
$2.01M Sell
685,301
-85,544
-11% -$251K ﹤0.01% 3363
2024
Q4
$2.22M Buy
770,845
+339,452
+79% +$978K ﹤0.01% 3403
2024
Q3
$1.2M Sell
431,393
-188,990
-30% -$525K ﹤0.01% 3662
2024
Q2
$1.47M Buy
620,383
+204,442
+49% +$485K ﹤0.01% 3381
2024
Q1
$732K Sell
415,941
-1,994
-0.5% -$3.51K ﹤0.01% 3788
2023
Q4
$802K Sell
417,935
-90,727
-18% -$174K ﹤0.01% 3724
2023
Q3
$1.16M Sell
508,662
-49,136
-9% -$112K ﹤0.01% 3443
2023
Q2
$1.63M Buy
557,798
+137,066
+33% +$400K ﹤0.01% 3325
2023
Q1
$1.28M Buy
420,732
+4,791
+1% +$14.6K ﹤0.01% 3503
2022
Q4
$1.2M Hold
415,941
﹤0.01% 3590
2022
Q3
$957K Buy
+415,941
New +$957K ﹤0.01% 3854