Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
296,285
+17,363
+6% +$87.3K ﹤0.01% 3365
2025
Q1
$1.26M Buy
278,922
+160,483
+135% +$727K ﹤0.01% 3320
2024
Q4
$559K Buy
118,439
+81,543
+221% +$385K ﹤0.01% 3954
2024
Q3
$140K Sell
36,896
-8,037
-18% -$30.5K ﹤0.01% 4714
2024
Q2
$160K Buy
44,933
+14,693
+49% +$52.2K ﹤0.01% 4538
2024
Q1
$95K Buy
30,240
+18,802
+164% +$59K ﹤0.01% 4612
2023
Q4
$38.5K Buy
+11,438
New +$38.5K ﹤0.01% 4614
2023
Q1
Sell
-15,067
Closed -$48.5K 4493
2022
Q4
$48.5K Buy
+15,067
New +$48.5K ﹤0.01% 4234