Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Hold
2,408
0.01% 274
2025
Q1
$430K Buy
2,408
+666
+38% +$119K 0.01% 270
2024
Q4
$328K Sell
1,742
-184
-10% -$34.6K 0.01% 256
2024
Q3
$343K Hold
1,926
0.01% 261
2024
Q2
$292K Hold
1,926
0.01% 265
2024
Q1
$280K Buy
+1,926
New +$280K 0.01% 274
2023
Q2
Sell
-1,678
Closed -$201K 447
2023
Q1
$201K Sell
1,678
-171
-9% -$20.4K 0.01% 324
2022
Q4
$268K Buy
1,849
+1,327
+254% +$192K 0.02% 296
2022
Q3
$92K Sell
522
-265
-34% -$46.7K 0.01% 378
2022
Q2
$125K Buy
787
+426
+118% +$67.7K 0.01% 425
2022
Q1
$61K Buy
361
+196
+119% +$33.1K ﹤0.01% 509
2021
Q4
$25K Buy
+165
New +$25K ﹤0.01% 507