Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
7,286
+236
+3% +$53.8K ﹤0.01% 1462
2025
Q1
$1.72M Sell
7,050
-800
-10% -$195K ﹤0.01% 1327
2024
Q4
$1.91M Buy
7,850
+240
+3% +$58.2K ﹤0.01% 1248
2024
Q3
$1.96M Buy
7,610
+630
+9% +$162K ﹤0.01% 1199
2024
Q2
$1.53M Sell
6,980
-1,697
-20% -$373K ﹤0.01% 1252
2024
Q1
$2.2M Buy
8,677
+719
+9% +$182K ﹤0.01% 1063
2023
Q4
$1.9M Buy
7,958
+1,983
+33% +$474K ﹤0.01% 1083
2023
Q3
$1.21M Buy
5,975
+1,075
+22% +$218K ﹤0.01% 1218
2023
Q2
$924K Buy
4,900
+1,174
+32% +$221K ﹤0.01% 1356
2023
Q1
$663K Buy
3,726
+1,709
+85% +$304K ﹤0.01% 1523
2022
Q4
$325K Sell
2,017
-1,060
-34% -$171K ﹤0.01% 1963
2022
Q3
$541K Buy
+3,077
New +$541K ﹤0.01% 1368