Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
20,428
+6,340
+45% +$318K 0.01% 328
2025
Q1
$665K Buy
14,088
+6,857
+95% +$324K 0.01% 375
2024
Q4
$382K Sell
7,231
-2,157
-23% -$114K ﹤0.01% 477
2024
Q3
$521K Sell
9,388
-555
-6% -$30.8K 0.01% 406
2024
Q2
$586K Sell
9,943
-635
-6% -$37.5K 0.01% 372
2024
Q1
$727K Buy
10,578
+35
+0.3% +$2.41K 0.01% 344
2023
Q4
$855K Sell
10,543
-4,427
-30% -$359K 0.01% 304
2023
Q3
$967K Sell
14,970
-1,524
-9% -$98.4K 0.02% 287
2023
Q2
$1.4M Buy
+16,494
New +$1.4M 0.03% 258
2022
Q1
Sell
-1,654
Closed -$362K 428
2021
Q4
$362K Buy
+1,654
New +$362K 0.01% 353