Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
3,294
-323
-9% -$178K ﹤0.01% 1400
2025
Q1
$2.14M Sell
3,617
-94
-3% -$55.6K ﹤0.01% 1200
2024
Q4
$2.28M Buy
3,711
+509
+16% +$313K ﹤0.01% 1142
2024
Q3
$1.73M Buy
3,202
+428
+15% +$232K ﹤0.01% 1268
2024
Q2
$1.19M Buy
2,774
+105
+4% +$45.2K ﹤0.01% 1393
2024
Q1
$1.05M Sell
2,669
-55
-2% -$21.7K ﹤0.01% 1465
2023
Q4
$1.04M Sell
2,724
-40
-1% -$15.2K ﹤0.01% 1408
2023
Q3
$1.36M Buy
2,764
+733
+36% +$360K ﹤0.01% 1166
2023
Q2
$790K Sell
2,031
-479
-19% -$186K ﹤0.01% 1447
2023
Q1
$934K Sell
2,510
-4
-0.2% -$1.49K ﹤0.01% 1301
2022
Q4
$952K Sell
2,514
-212
-8% -$80.3K ﹤0.01% 1270
2022
Q3
$962K Buy
+2,726
New +$962K ﹤0.01% 1072