Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
58,834
+1,537
+3% +$14.9K 0.02% 390
2025
Q1
$572K Buy
57,297
+35,389
+162% +$353K 0.02% 364
2024
Q4
$194K Sell
21,908
-1,776
-7% -$15.8K 0.01% 411
2024
Q3
$277K Sell
23,684
-1,535
-6% -$17.9K 0.01% 392
2024
Q2
$282K Buy
25,219
+1,202
+5% +$13.4K 0.01% 377
2024
Q1
$293K Sell
24,017
-3,038
-11% -$37K 0.01% 386
2023
Q4
$429K Sell
27,055
-80,983
-75% -$1.28M 0.02% 342
2023
Q3
$1.45M Sell
108,038
-1,214,760
-92% -$16.3M 0.06% 235
2023
Q2
$17.8M Buy
1,322,798
+79,664
+6% +$1.07M 0.67% 52
2023
Q1
$19.6M Buy
1,243,134
+875,536
+238% +$13.8M 0.74% 39
2022
Q4
$6.24M Buy
+367,598
New +$6.24M 0.24% 126