Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
57,923
+5,305
+10% +$221K 0.01% 845
2025
Q1
$2.22M Buy
52,618
+36,631
+229% +$1.55M 0.01% 808
2024
Q4
$777K Sell
15,987
-1,344
-8% -$65.3K ﹤0.01% 1298
2024
Q3
$1.14M Sell
17,331
-15,517
-47% -$1.02M 0.01% 1044
2024
Q2
$1.89M Buy
32,848
+13,626
+71% +$784K 0.01% 776
2024
Q1
$1.22M Buy
19,222
+8,428
+78% +$537K 0.01% 894
2023
Q4
$681K Buy
10,794
+3,553
+49% +$224K 0.01% 1132
2023
Q3
$485K Buy
7,241
+2,508
+53% +$168K 0.01% 1187
2023
Q2
$494K Sell
4,733
-936
-17% -$97.7K 0.01% 1196
2023
Q1
$692K Buy
5,669
+1,307
+30% +$160K 0.01% 972
2022
Q4
$224K Buy
4,362
+2,142
+96% +$110K 0.01% 1137
2022
Q3
$235K Buy
2,220
+314
+16% +$33.2K ﹤0.01% 1308
2022
Q2
$204K Buy
+1,906
New +$204K ﹤0.01% 1388
2015
Q1
Sell
-15,062
Closed -$745K 67
2014
Q4
$745K Buy
+15,062
New +$745K 0.58% 46