Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
16,173
+9,534
+144% +$393K ﹤0.01% 2106
2025
Q1
$277K Buy
6,639
+3,074
+86% +$128K ﹤0.01% 2701
2024
Q4
$209K Sell
3,565
-928
-21% -$54.4K ﹤0.01% 2965
2024
Q3
$311K Sell
4,493
-16
-0.4% -$1.11K ﹤0.01% 2540
2024
Q2
$288K Sell
4,509
-1,214
-21% -$77.5K ﹤0.01% 2483
2024
Q1
$538K Buy
5,723
+7
+0.1% +$658 ﹤0.01% 1973
2023
Q4
$420K Buy
5,716
+1,637
+40% +$120K ﹤0.01% 2066
2023
Q3
$254K Sell
4,079
-183
-4% -$11.4K ﹤0.01% 2293
2023
Q2
$315K Buy
4,262
+294
+7% +$21.7K ﹤0.01% 2079
2023
Q1
$313K Buy
3,968
+144
+4% +$11.4K ﹤0.01% 2034
2022
Q4
$261K Buy
+3,824
New +$261K ﹤0.01% 2140