Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
8,681
-7,200
-45% -$783K 0.03% 512
2025
Q1
$1.16M Buy
15,881
+1,551
+11% +$113K 0.04% 397
2024
Q4
$1.22M Hold
14,330
0.04% 403
2024
Q3
$1.3M Buy
14,330
+5,972
+71% +$541K 0.04% 394
2024
Q2
$674K Hold
8,358
0.02% 553
2024
Q1
$814K Sell
8,358
-3,556
-30% -$346K 0.03% 475
2023
Q4
$982K Hold
11,914
0.03% 449
2023
Q3
$762K Buy
11,914
+3,026
+34% +$194K 0.03% 489
2023
Q2
$615K Hold
8,888
0.02% 559
2023
Q1
$515K Hold
8,888
0.02% 629
2022
Q4
$443K Hold
8,888
0.02% 688
2022
Q3
$356K Buy
+8,888
New +$356K 0.01% 766