Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.9M Buy
67,441
+9,523
+16% +$409K 0.01% 893
2025
Q1
$1.28M Buy
57,918
+15,986
+38% +$353K 0.01% 1241
2024
Q4
$1.75M Buy
41,932
+8,139
+24% +$340K 0.01% 1067
2024
Q3
$295K Sell
33,793
-814
-2% -$7.11K ﹤0.01% 2093
2024
Q2
$243K Buy
34,607
+816
+2% +$5.74K ﹤0.01% 2262
2024
Q1
$338K Buy
+33,791
New +$338K ﹤0.01% 1924
2023
Q2
Sell
-50,302
Closed -$309K 2145
2023
Q1
$309K Buy
50,302
+10
+0% +$61 ﹤0.01% 1542
2022
Q4
$174K Hold
50,292
﹤0.01% 2053
2022
Q3
$255K Sell
50,292
-1,200
-2% -$6.08K ﹤0.01% 1701
2022
Q2
$226K Buy
51,492
+200
+0.4% +$878 ﹤0.01% 1827
2022
Q1
$654K Buy
+51,292
New +$654K 0.01% 1137