Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
149,201
-33,113
-18% -$154K ﹤0.01% 1169
2025
Q1
$997K Buy
182,314
+64,134
+54% +$351K 0.01% 956
2024
Q4
$823K Sell
118,180
-83,218
-41% -$579K 0.01% 1078
2024
Q3
$1.89M Buy
201,398
+42,295
+27% +$397K 0.02% 659
2024
Q2
$1.59M Buy
159,103
+23,629
+17% +$237K 0.02% 650
2024
Q1
$1.62M Buy
135,474
+103,811
+328% +$1.24M 0.03% 621
2023
Q4
$393K Buy
31,663
+20,261
+178% +$252K 0.01% 1036
2023
Q3
$125K Buy
11,402
+711
+7% +$7.8K ﹤0.01% 1256
2023
Q2
$131K Sell
10,691
-13,753
-56% -$169K ﹤0.01% 1240
2023
Q1
$295K Buy
+24,444
New +$295K 0.01% 1010