Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
3,193
+753
+31% +$359K 0.01% 1221
2025
Q1
$895K Sell
2,440
-54
-2% -$19.8K ﹤0.01% 1456
2024
Q4
$1.01M Buy
2,494
+529
+27% +$214K 0.01% 1412
2024
Q3
$991K Sell
1,965
-40
-2% -$20.2K 0.01% 1329
2024
Q2
$862K Sell
2,005
-63
-3% -$27.1K ﹤0.01% 1411
2024
Q1
$783K Buy
2,068
+117
+6% +$44.3K 0.01% 1393
2023
Q4
$632K Buy
+1,951
New +$632K 0.01% 1387
2023
Q1
Sell
-1,018
Closed -$306K 2100
2022
Q4
$306K Buy
+1,018
New +$306K ﹤0.01% 1734