Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$907K Buy
21,118
+378
+2% +$16.2K 0.01% 723
2025
Q1
$458K Buy
20,740
+2,814
+16% +$62.1K 0.01% 916
2024
Q4
$749K Sell
17,926
-4,189
-19% -$175K 0.01% 789
2024
Q3
$193K Buy
22,115
+12,000
+119% +$105K ﹤0.01% 1350
2024
Q2
$71.1K Sell
10,115
-7,050
-41% -$49.6K ﹤0.01% 1336
2024
Q1
$171K Sell
17,165
-6,570
-28% -$65.6K ﹤0.01% 1298
2023
Q4
$294K Sell
23,735
-14,421
-38% -$179K 0.01% 1089
2023
Q3
$568K Sell
38,156
-9,730
-20% -$145K 0.01% 781
2023
Q2
$648K Buy
47,886
+11,295
+31% +$153K 0.01% 674
2023
Q1
$225K Buy
36,591
+20,318
+125% +$125K 0.01% 994
2022
Q4
$56.1K Buy
16,273
+4,975
+44% +$17.2K ﹤0.01% 1111
2022
Q3
$57K Buy
11,298
+25
+0.2% +$126 ﹤0.01% 1093
2022
Q2
$49K Buy
+11,273
New +$49K ﹤0.01% 1162