Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
30,087
-475,658
-94% -$7.48M ﹤0.01% 1477
2025
Q1
$9.66M Sell
505,745
-825
-0.2% -$15.8K 0.02% 646
2024
Q4
$12.1M Buy
506,570
+77,582
+18% +$1.85M 0.02% 594
2024
Q3
$12M Buy
428,988
+65,477
+18% +$1.83M 0.02% 610
2024
Q2
$9.51M Buy
363,511
+242,388
+200% +$6.34M 0.02% 622
2024
Q1
$2.65M Buy
121,123
+87,349
+259% +$1.91M 0.01% 953
2023
Q4
$785K Buy
33,774
+11,681
+53% +$271K ﹤0.01% 1279
2023
Q3
$436K Sell
22,093
-5,889
-21% -$116K ﹤0.01% 1380
2023
Q2
$634K Buy
27,982
+9,004
+47% +$204K ﹤0.01% 1275
2023
Q1
$373K Buy
+18,978
New +$373K ﹤0.01% 1377