Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
21,725
-32,521
-60% -$416K ﹤0.01% 1172
2025
Q1
$559K Buy
54,246
+1,054
+2% +$10.9K 0.01% 900
2024
Q4
$676K Buy
53,192
+2,630
+5% +$33.4K 0.01% 856
2024
Q3
$647K Sell
50,562
-17,551
-26% -$225K 0.01% 850
2024
Q2
$864K Buy
68,113
+7,517
+12% +$95.3K 0.01% 721
2024
Q1
$1.37M Buy
60,596
+17,313
+40% +$392K 0.01% 637
2023
Q4
$1.08M Sell
43,283
-1,563
-3% -$38.8K 0.01% 643
2023
Q3
$767K Buy
44,846
+1,694
+4% +$29K 0.01% 734
2023
Q2
$715K Buy
43,152
+26,910
+166% +$446K 0.01% 769
2023
Q1
$285K Sell
16,242
-805
-5% -$14.1K ﹤0.01% 1051
2022
Q4
$217K Buy
17,047
+6,226
+58% +$79.1K ﹤0.01% 1108
2022
Q3
$136K Buy
10,821
+777
+8% +$9.77K ﹤0.01% 1105
2022
Q2
$183K Buy
+10,044
New +$183K ﹤0.01% 1102