Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
61,937
+1,005
+2% +$22.1K 0.01% 495
2025
Q1
$1.19M Buy
60,932
+1,833
+3% +$35.9K 0.01% 499
2024
Q4
$925K Buy
59,099
+563
+1% +$8.82K 0.01% 522
2024
Q3
$1.04M Hold
58,536
0.01% 493
2024
Q2
$1.03M Buy
58,536
+691
+1% +$12.1K 0.01% 476
2024
Q1
$954K Sell
57,845
-309
-0.5% -$5.1K 0.01% 505
2023
Q4
$840K Sell
58,154
-164
-0.3% -$2.37K 0.01% 446
2023
Q3
$759K Buy
58,318
+8,896
+18% +$116K 0.01% 447
2023
Q2
$675K Sell
49,422
-2,862
-5% -$39.1K 0.01% 479
2023
Q1
$642K Buy
52,284
+569
+1% +$6.99K 0.01% 487
2022
Q4
$657K Hold
51,715
0.01% 476
2022
Q3
$456K Buy
51,715
+2,720
+6% +$24K 0.01% 530
2022
Q2
$492K Buy
48,995
+36,523
+293% +$367K 0.01% 534
2022
Q1
$137K Sell
12,472
-660
-5% -$7.25K ﹤0.01% 783
2021
Q4
$191K Buy
+13,132
New +$191K ﹤0.01% 761