Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.4M Buy
141,140
+59,219
+72% +$3.11M 0.01% 1205
2025
Q1
$3.89M Sell
81,921
-3,266
-4% -$155K ﹤0.01% 1474
2024
Q4
$5.35M Buy
85,187
+2,917
+4% +$183K ﹤0.01% 1386
2024
Q3
$4.74M Buy
82,270
+4,937
+6% +$284K ﹤0.01% 1455
2024
Q2
$3.21M Buy
77,333
+8,105
+12% +$336K ﹤0.01% 1634
2024
Q1
$3.09M Sell
69,228
-3,291
-5% -$147K ﹤0.01% 1671
2023
Q4
$3.13M Buy
72,519
+1,702
+2% +$73.5K ﹤0.01% 1676
2023
Q3
$2.13M Sell
70,817
-373
-0.5% -$11.2K ﹤0.01% 1819
2023
Q2
$2.08M Buy
+71,190
New +$2.08M ﹤0.01% 1884