Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
9,983
+3,307
+50% +$335K ﹤0.01% 1776
2025
Q1
$709K Buy
6,676
+752
+13% +$79.9K ﹤0.01% 1923
2024
Q4
$649K Sell
5,924
-1,601
-21% -$175K ﹤0.01% 1977
2024
Q3
$1.09M Sell
7,525
-235
-3% -$34K ﹤0.01% 1540
2024
Q2
$1.13M Buy
7,760
+1,790
+30% +$261K ﹤0.01% 1423
2024
Q1
$858K Buy
5,970
+1,463
+32% +$210K ﹤0.01% 1620
2023
Q4
$421K Buy
4,507
+998
+28% +$93.2K ﹤0.01% 2062
2023
Q3
$310K Sell
3,509
-776
-18% -$68.5K ﹤0.01% 2123
2023
Q2
$481K Buy
4,285
+291
+7% +$32.7K ﹤0.01% 1772
2023
Q1
$505K Buy
3,994
+611
+18% +$77.3K ﹤0.01% 1689
2022
Q4
$367K Buy
+3,383
New +$367K ﹤0.01% 1874