Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
34,352
+10,775
+46% +$469K ﹤0.01% 1233
2025
Q1
$521K Buy
23,577
+189
+0.8% +$4.17K ﹤0.01% 1635
2024
Q4
$1.01M Sell
23,388
-309
-1% -$13.4K ﹤0.01% 1440
2024
Q3
$212K Buy
23,697
+5,192
+28% +$46.5K ﹤0.01% 2200
2024
Q2
$128K Buy
18,505
+378
+2% +$2.62K ﹤0.01% 2323
2024
Q1
$181K Buy
+18,127
New +$181K ﹤0.01% 2308
2022
Q3
Sell
-17,424
Closed -$77K 2607
2022
Q2
$77K Sell
17,424
-13,663
-44% -$60.4K ﹤0.01% 2648
2022
Q1
$408K Buy
+31,087
New +$408K ﹤0.01% 2198