Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
17,735
+2,006
+13% +$141K 0.01% 720
2025
Q1
$1.15M Sell
15,729
-582
-4% -$42.6K 0.01% 704
2024
Q4
$1.02M Buy
16,311
+702
+4% +$44K 0.01% 644
2024
Q3
$1.03M Buy
+15,609
New +$1.03M 0.01% 633
2023
Q3
Sell
-12,357
Closed -$746K 818
2023
Q2
$746K Buy
12,357
+1,715
+16% +$104K 0.01% 441
2023
Q1
$612K Buy
10,642
+5,319
+100% +$306K 0.01% 414
2022
Q4
$291K Buy
+5,323
New +$291K 0.01% 469