Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
61,912
+7,503
+14% +$377K ﹤0.01% 3454
2025
Q1
$1.84M Buy
54,409
+22,601
+71% +$765K ﹤0.01% 3762
2024
Q4
$928K Buy
31,808
+26,020
+450% +$759K ﹤0.01% 4265
2024
Q3
$146K Sell
5,788
-8,875
-61% -$224K ﹤0.01% 4910
2024
Q2
$320K Sell
14,663
-34,168
-70% -$745K ﹤0.01% 4241
2024
Q1
$1.28M Buy
48,831
+43,401
+799% +$1.14M ﹤0.01% 3374
2023
Q4
$103K Sell
5,430
-925
-15% -$17.6K ﹤0.01% 4954
2023
Q3
$155K Buy
6,355
+5,474
+621% +$133K ﹤0.01% 4433
2023
Q2
$16.1K Sell
881
-4,451
-83% -$81.5K ﹤0.01% 5891
2023
Q1
$92K Sell
5,332
-24,220
-82% -$418K ﹤0.01% 4902
2022
Q4
$544K Sell
29,552
-15,765
-35% -$290K ﹤0.01% 3635
2022
Q3
$1.07M Buy
+45,317
New +$1.07M ﹤0.01% 2803