Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Sell
6,687
-235
-3% -$131K 0.01% 999
2025
Q1
$3.96M Buy
6,922
+948
+16% +$542K 0.01% 910
2024
Q4
$4.16M Buy
5,974
+249
+4% +$174K 0.01% 868
2024
Q3
$3.05M Buy
5,725
+27
+0.5% +$14.4K 0.01% 984
2024
Q2
$3.36M Buy
5,698
+471
+9% +$278K 0.01% 879
2024
Q1
$3.28M Buy
5,227
+336
+7% +$211K 0.01% 885
2023
Q4
$2.84M Sell
4,891
-512
-9% -$297K 0.01% 908
2023
Q3
$2.66M Sell
5,403
-915
-14% -$451K 0.01% 856
2023
Q2
$3.36M Buy
6,318
+223
+4% +$119K 0.01% 790
2023
Q1
$2.61M Buy
6,095
+1,080
+22% +$462K 0.01% 846
2022
Q4
$1.45M Buy
5,015
+1,197
+31% +$346K ﹤0.01% 1065
2022
Q3
$1.03M Buy
+3,818
New +$1.03M ﹤0.01% 1032