Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
540
+204
+61% +$119K ﹤0.01% 739
2025
Q1
$187K Buy
336
+17
+5% +$9.46K ﹤0.01% 813
2024
Q4
$191K Sell
319
-30
-9% -$18K ﹤0.01% 806
2024
Q3
$201K Sell
349
-401
-53% -$231K ﹤0.01% 771
2024
Q2
$360K Buy
750
+527
+236% +$253K ﹤0.01% 649
2024
Q1
$380K Sell
223
-16
-7% -$27.3K ﹤0.01% 666
2023
Q4
$144K Sell
239
-9
-4% -$5.44K ﹤0.01% 734
2023
Q3
$138K Sell
248
-26
-9% -$14.4K ﹤0.01% 701
2023
Q2
$143K Sell
274
-61
-18% -$31.9K ﹤0.01% 717
2023
Q1
$218K Buy
335
+21
+7% +$13.6K ﹤0.01% 639
2022
Q4
$179K Sell
314
-14
-4% -$8K ﹤0.01% 663
2022
Q3
$176K Sell
328
-52
-14% -$27.9K ﹤0.01% 690
2022
Q2
$191K Sell
380
-119
-24% -$60K ﹤0.01% 686
2022
Q1
$295K Buy
499
+21
+4% +$12.4K ﹤0.01% 669
2021
Q4
$326K Buy
+478
New +$326K ﹤0.01% 687