Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
23,872
+2,543
+12% +$55.6K 0.01% 1248
2025
Q1
$418K Buy
21,329
+1,094
+5% +$21.4K ﹤0.01% 1233
2024
Q4
$317K Buy
20,235
+206
+1% +$3.23K ﹤0.01% 1335
2024
Q3
$364K Buy
20,029
+875
+5% +$15.9K ﹤0.01% 1229
2024
Q2
$328K Sell
19,154
-3,875
-17% -$66.4K ﹤0.01% 1269
2024
Q1
$380K Sell
23,029
-129,994
-85% -$2.14M 0.01% 1183
2023
Q4
$2.3M Sell
153,023
-2,164
-1% -$32.5K 0.04% 426
2023
Q3
$2.05M Buy
155,187
+1,624
+1% +$21.4K 0.04% 443
2023
Q2
$2.07M Sell
153,563
-927
-0.6% -$12.5K 0.04% 447
2023
Q1
$1.83M Buy
+154,490
New +$1.83M 0.04% 445