Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
1,501
+1,105
+279% +$886K 0.15% 142
2025
Q1
$262K Sell
396
-38
-9% -$25.2K 0.03% 276
2024
Q4
$301K Buy
434
+20
+5% +$13.9K 0.04% 262
2024
Q3
$345K Sell
414
-27
-6% -$22.5K 0.04% 248
2024
Q2
$451K Buy
441
+30
+7% +$30.7K 0.06% 215
2024
Q1
$399K Sell
411
-19
-4% -$18.4K 0.05% 229
2023
Q4
$325K Sell
430
-473
-52% -$358K 0.05% 241
2023
Q3
$532K Buy
903
+118
+15% +$69.5K 0.08% 197
2023
Q2
$569K Buy
785
+100
+15% +$72.5K 0.08% 193
2023
Q1
$466K Buy
685
+284
+71% +$193K 0.07% 214
2022
Q4
$219K Buy
+401
New +$219K 0.03% 284