Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
146,845
+9,682
+7% +$102K 0.01% 541
2025
Q1
$1.7M Sell
137,163
-2,739
-2% -$34K 0.01% 503
2024
Q4
$1.8M Buy
139,902
+47,517
+51% +$612K 0.01% 483
2024
Q3
$1.85M Buy
92,385
+12,152
+15% +$244K 0.01% 469
2024
Q2
$1.41M Buy
80,233
+16,571
+26% +$291K 0.01% 510
2024
Q1
$1.14M Buy
63,662
+55,416
+672% +$994K 0.01% 463
2023
Q4
$159K Buy
8,246
+3,646
+79% +$70.2K ﹤0.01% 571
2023
Q3
$69.9K Hold
4,600
﹤0.01% 655
2023
Q2
$95.4K Buy
+4,600
New +$95.4K ﹤0.01% 599