Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
102,096
+1,271
+1% +$17.5K 0.01% 758
2025
Q1
$1.26M Sell
100,825
-760
-0.7% -$9.46K 0.01% 698
2024
Q4
$1.35M Buy
101,585
+6,344
+7% +$84.4K 0.01% 596
2024
Q3
$1.07M Buy
95,241
+12,942
+16% +$145K 0.01% 520
2024
Q2
$1.1M Buy
82,299
+1,142
+1% +$15.3K 0.01% 458
2024
Q1
$889K Buy
81,157
+66,301
+446% +$726K 0.01% 487
2023
Q4
$349K Sell
14,856
-1,789
-11% -$42K 0.01% 687
2023
Q3
$404K Buy
16,645
+3,496
+27% +$84.9K 0.01% 637
2023
Q2
$219K Buy
+13,149
New +$219K ﹤0.01% 782
2022
Q4
Sell
-13,175
Closed -$434K 877
2022
Q3
$434K Buy
13,175
+517
+4% +$17K 0.01% 569
2022
Q2
$326K Buy
+12,658
New +$326K 0.01% 585