Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
28,152
+3,281
+13% +$165K ﹤0.01% 1974
2025
Q1
$838K Buy
24,871
+3,714
+18% +$125K ﹤0.01% 2205
2024
Q4
$619K Hold
21,157
﹤0.01% 2363
2024
Q3
$553K Sell
21,157
-3,756
-15% -$98.2K ﹤0.01% 2416
2024
Q2
$529K Buy
24,913
+8,434
+51% +$179K ﹤0.01% 2409
2024
Q1
$434K Hold
16,479
﹤0.01% 2470
2023
Q4
$314K Sell
16,479
-1,411
-8% -$26.9K ﹤0.01% 2523
2023
Q3
$414K Hold
17,890
﹤0.01% 2544
2023
Q2
$338K Hold
17,890
﹤0.01% 2589
2023
Q1
$303K Sell
17,890
-1,579
-8% -$26.8K ﹤0.01% 2604
2022
Q4
$369K Hold
19,469
﹤0.01% 2626
2022
Q3
$461K Buy
+19,469
New +$461K ﹤0.01% 2596