Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
8,533
-5,061
-37% -$1.17M ﹤0.01% 1342
2025
Q1
$2.97M Buy
13,594
+1,400
+11% +$306K ﹤0.01% 1030
2024
Q4
$2.5M Buy
12,194
+1,415
+13% +$290K ﹤0.01% 1098
2024
Q3
$1.8M Buy
10,779
+3,636
+51% +$606K ﹤0.01% 1249
2024
Q2
$1.02M Buy
7,143
+3,713
+108% +$531K ﹤0.01% 1489
2024
Q1
$683K Sell
3,430
-87
-2% -$17.3K ﹤0.01% 1794
2023
Q4
$727K Sell
3,517
-1,428
-29% -$295K ﹤0.01% 1666
2023
Q3
$1.28M Buy
4,945
+393
+9% +$102K ﹤0.01% 1196
2023
Q2
$1.46M Buy
4,552
+479
+12% +$154K ﹤0.01% 1103
2023
Q1
$1.24M Sell
4,073
-899
-18% -$273K ﹤0.01% 1172
2022
Q4
$1.54M Buy
4,972
+480
+11% +$149K 0.01% 1028
2022
Q3
$1.48M Buy
+4,492
New +$1.48M 0.01% 891