Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
47,635
+103
+0.2% +$4.56K ﹤0.01% 229
2025
Q1
$1.58M Buy
+47,532
New +$1.58M ﹤0.01% 222
2024
Q4
Sell
-17,217
Closed -$487K 1385
2024
Q3
$487K Sell
17,217
-3,822
-18% -$108K ﹤0.01% 377
2024
Q2
$542K Buy
21,039
+6,012
+40% +$155K ﹤0.01% 434
2024
Q1
$374K Buy
+15,027
New +$374K ﹤0.01% 377
2023
Q4
Sell
-93,927
Closed -$1.76M 825
2023
Q3
$1.76M Buy
93,927
+82,385
+714% +$1.54M ﹤0.01% 78
2023
Q2
$261K Sell
11,542
-59,250
-84% -$1.34M ﹤0.01% 170
2023
Q1
$1.26M Buy
70,792
+38,765
+121% +$688K ﹤0.01% 83
2022
Q4
$577K Buy
+32,027
New +$577K ﹤0.01% 131
2022
Q3
Hold
0
566