Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
42,857
+5,417
+14% +$85.2K 0.01% 1030
2025
Q1
$715K Buy
37,440
+7,343
+24% +$140K 0.01% 941
2024
Q4
$718K Buy
30,097
+1,852
+7% +$44.2K 0.01% 930
2024
Q3
$791K Buy
28,245
+1,520
+6% +$42.6K 0.01% 866
2024
Q2
$699K Buy
26,725
+5,518
+26% +$144K 0.01% 895
2024
Q1
$464K Buy
21,207
+2,138
+11% +$46.8K 0.01% 1019
2023
Q4
$444K Sell
19,069
-17,249
-47% -$401K 0.01% 999
2023
Q3
$717K Buy
36,318
+2,548
+8% +$50.3K 0.01% 806
2023
Q2
$766K Sell
33,770
-45,863
-58% -$1.04M 0.02% 811
2023
Q1
$1.56M Sell
79,633
-8,386
-10% -$165K 0.03% 528
2022
Q4
$1.51M Buy
+88,019
New +$1.51M 0.03% 519