Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
27,114
+11,060
+69% +$678K 0.01% 573
2025
Q1
$932K Buy
16,054
+747
+5% +$43.3K 0.01% 719
2024
Q4
$817K Buy
15,307
+1,291
+9% +$68.9K 0.01% 793
2024
Q3
$611K Sell
14,016
-9
-0.1% -$392 0.01% 874
2024
Q2
$392K Sell
14,025
-4,410
-24% -$123K ﹤0.01% 977
2024
Q1
$496K Sell
18,435
-1,192
-6% -$32.1K 0.01% 945
2023
Q4
$550K Buy
19,627
+105
+0.5% +$2.94K 0.01% 902
2023
Q3
$414K Buy
19,522
+508
+3% +$10.8K 0.01% 957
2023
Q2
$647K Buy
19,014
+9,652
+103% +$328K 0.01% 808
2023
Q1
$303K Buy
9,362
+482
+5% +$15.6K ﹤0.01% 1041
2022
Q4
$298K Buy
8,880
+1,697
+24% +$57K ﹤0.01% 1037
2022
Q3
$217K Buy
7,183
+1,076
+18% +$32.5K ﹤0.01% 1074
2022
Q2
$213K Buy
+6,107
New +$213K ﹤0.01% 1081