Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
35,367
﹤0.01% 1505
2025
Q1
$139K Sell
35,367
-1,278
-3% -$5.02K ﹤0.01% 1613
2024
Q4
$134K Hold
36,645
﹤0.01% 1655
2024
Q3
$121K Sell
36,645
-1,493
-4% -$4.93K ﹤0.01% 1677
2024
Q2
$135K Sell
38,138
-51,989
-58% -$184K ﹤0.01% 1653
2024
Q1
$706K Buy
90,127
+5,534
+7% +$43.4K 0.01% 1184
2023
Q4
$879K Buy
84,593
+2,407
+3% +$25K 0.01% 1221
2023
Q3
$1.01M Sell
82,186
-17,708
-18% -$217K 0.01% 1106
2023
Q2
$1.84M Sell
99,894
-16,800
-14% -$309K 0.01% 921
2023
Q1
$1.9M Buy
116,694
+43,747
+60% +$713K 0.02% 883
2022
Q4
$1.12M Buy
72,947
+33,422
+85% +$515K 0.01% 1107
2022
Q3
$643K Sell
39,525
-10,349
-21% -$168K 0.01% 1308
2022
Q2
$790K Buy
+49,874
New +$790K 0.01% 1241