Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
13,184
+7,383
+127% +$217K 0.05% 465
2025
Q1
$137K Buy
+5,801
New +$137K 0.02% 1012
2024
Q4
Sell
-10,530
Closed -$272K 1709
2024
Q3
$272K Buy
10,530
+4,466
+74% +$116K 0.04% 496
2024
Q2
$142K Buy
6,064
+4,575
+307% +$107K 0.02% 810
2024
Q1
$31.4K Buy
1,489
+15
+1% +$316 0.01% 1504
2023
Q4
$40.1K Sell
1,474
-1,159
-44% -$31.5K 0.01% 1414
2023
Q3
$64.4K Buy
2,633
+5
+0.2% +$122 0.01% 1147
2023
Q2
$68.4K Buy
2,628
+1,025
+64% +$26.7K 0.02% 1018
2023
Q1
$56K Buy
+1,603
New +$56K 0.02% 1071