Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
57,024
-182
-0.3% -$2.5K 0.06% 339
2025
Q1
$712K Buy
57,206
+57,153
+107,836% +$711K 0.06% 329
2024
Q4
$715 Sell
53
-54,690
-100% -$738K 0.07% 326
2024
Q3
$614K Buy
54,743
+616
+1% +$6.91K 0.05% 398
2024
Q2
$726K Buy
54,127
+53,130
+5,329% +$713K 0.07% 317
2024
Q1
$11K Buy
997
+406
+69% +$4.48K ﹤0.01% 1699
2023
Q4
$13K Hold
591
﹤0.01% 1624
2023
Q3
$14K Buy
+591
New +$14K ﹤0.01% 1601