Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
27,116
+8,431
+45% +$95.6K 0.04% 630
2025
Q1
$156K Sell
18,685
-9,555
-34% -$79.7K 0.02% 949
2024
Q4
$318K Buy
28,240
+3,087
+12% +$34.8K 0.04% 519
2024
Q3
$201K Buy
25,153
+2,676
+12% +$21.4K 0.03% 705
2024
Q2
$182K Buy
22,477
+3,017
+16% +$24.4K 0.03% 643
2024
Q1
$286K Buy
19,460
+6,811
+54% +$100K 0.05% 378
2023
Q4
$224K Buy
+12,649
New +$224K 0.04% 481
2023
Q3
Sell
-3,719
Closed -$45.4K 1679
2023
Q2
$45.4K Buy
+3,719
New +$45.4K 0.01% 1179
2021
Q4
Sell
-19
Closed -$1K 1890
2021
Q3
$1K Buy
+19
New +$1K ﹤0.01% 1177