Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
4,376
+740
+20% +$360K ﹤0.01% 1294
2025
Q1
$2.24M Sell
3,636
-5,278
-59% -$3.25M ﹤0.01% 1182
2024
Q4
$4.72M Sell
8,914
-274
-3% -$145K 0.01% 820
2024
Q3
$5.52M Sell
9,188
-10
-0.1% -$6.01K 0.01% 745
2024
Q2
$4.99M Sell
9,198
-79
-0.9% -$42.9K 0.01% 722
2024
Q1
$5.96M Buy
9,277
+16
+0.2% +$10.3K 0.01% 666
2023
Q4
$5.42M Buy
9,261
+656
+8% +$384K 0.01% 661
2023
Q3
$4.47M Buy
8,605
+41
+0.5% +$21.3K 0.01% 680
2023
Q2
$4.64M Buy
8,564
+224
+3% +$121K 0.01% 672
2023
Q1
$4.48M Sell
8,340
-682
-8% -$367K 0.01% 669
2022
Q4
$4.61M Sell
9,022
-2
-0% -$1.02K 0.01% 637
2022
Q3
$3.94M Buy
+9,024
New +$3.94M 0.02% 576