Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Sell
60,645
-1,035
-2% -$71.3K 0.03% 337
2025
Q1
$4.25M Buy
61,680
+1,186
+2% +$81.8K 0.03% 314
2024
Q4
$3.72M Buy
60,494
+1,331
+2% +$81.9K 0.03% 285
2024
Q3
$3.67M Sell
59,163
-441
-0.7% -$27.3K 0.03% 274
2024
Q2
$3.16M Buy
59,604
+42,561
+250% +$2.25M 0.03% 275
2024
Q1
$910K Buy
17,043
+12,311
+260% +$657K 0.01% 570
2023
Q4
$247K Buy
4,732
+348
+8% +$18.2K ﹤0.01% 754
2023
Q3
$222K Sell
4,384
-348
-7% -$17.6K ﹤0.01% 735
2023
Q2
$276K Buy
4,732
+62
+1% +$3.62K ﹤0.01% 666
2023
Q1
$285K Buy
4,670
+992
+27% +$60.6K 0.01% 608
2022
Q4
$205K Buy
+3,678
New +$205K 0.01% 549
2022
Q2
Sell
-3,018
Closed -$206K 558
2022
Q1
$206K Buy
+3,018
New +$206K 0.01% 543