Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Buy
161,792
+44,507
+38% +$835K ﹤0.01% 2410
2025
Q1
$2.44M Buy
117,285
+5,673
+5% +$118K ﹤0.01% 2458
2024
Q4
$2.52M Buy
111,612
+12,816
+13% +$289K ﹤0.01% 2521
2024
Q3
$1.32M Buy
98,796
+928
+0.9% +$12.4K ﹤0.01% 2791
2024
Q2
$1.19M Buy
97,868
+2,946
+3% +$35.7K ﹤0.01% 2840
2024
Q1
$1.97M Sell
94,922
-667,951
-88% -$13.9M ﹤0.01% 2673
2023
Q4
$14.8M Sell
762,873
-215,779
-22% -$4.19M ﹤0.01% 1582
2023
Q3
$24.7M Buy
978,652
+877,900
+871% +$22.1M 0.01% 1244
2023
Q2
$1.9M Buy
100,752
+3,655
+4% +$68.8K ﹤0.01% 2642
2023
Q1
$1.65M Buy
97,097
+37,929
+64% +$643K ﹤0.01% 2704
2022
Q4
$677K Buy
59,168
+29,738
+101% +$341K ﹤0.01% 3113
2022
Q3
$327K Buy
29,430
+7,858
+36% +$87.3K ﹤0.01% 3455
2022
Q2
$165K Buy
+21,572
New +$165K ﹤0.01% 3752