Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
7,978
+293
+4% +$51.4K ﹤0.01% 1566
2025
Q1
$1.39M Sell
7,685
-1,442
-16% -$261K ﹤0.01% 1456
2024
Q4
$1.91M Buy
9,127
+612
+7% +$128K ﹤0.01% 1244
2024
Q3
$1.83M Sell
8,515
-515
-6% -$110K ﹤0.01% 1237
2024
Q2
$1.82M Buy
9,030
+519
+6% +$104K ﹤0.01% 1159
2024
Q1
$2.08M Buy
8,511
+734
+9% +$179K ﹤0.01% 1092
2023
Q4
$1.69M Sell
7,777
-199
-2% -$43.2K ﹤0.01% 1138
2023
Q3
$1.66M Buy
7,976
+1,054
+15% +$219K ﹤0.01% 1058
2023
Q2
$1.49M Buy
6,922
+597
+9% +$128K ﹤0.01% 1096
2023
Q1
$1.46M Sell
6,325
-27
-0.4% -$6.23K ﹤0.01% 1098
2022
Q4
$1.45M Buy
6,352
+488
+8% +$111K ﹤0.01% 1066
2022
Q3
$1.17M Buy
+5,864
New +$1.17M ﹤0.01% 983