Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
27,012
+15,593
+137% +$331K ﹤0.01% 1336
2025
Q1
$264K Buy
11,419
+5,817
+104% +$135K ﹤0.01% 1621
2024
Q4
$102K Buy
+5,602
New +$102K ﹤0.01% 1792
2024
Q2
Sell
-8,740
Closed -$279K 2006
2024
Q1
$279K Hold
8,740
﹤0.01% 1559
2023
Q4
$329K Buy
8,740
+4,237
+94% +$160K ﹤0.01% 1514
2023
Q3
$149K Hold
4,503
﹤0.01% 1666
2023
Q2
$174K Hold
4,503
﹤0.01% 1639
2023
Q1
$140K Sell
4,503
-331
-7% -$10.3K ﹤0.01% 1664
2022
Q4
$158K Sell
4,834
-275
-5% -$8.98K ﹤0.01% 1540
2022
Q3
$205K Hold
5,109
﹤0.01% 1447
2022
Q2
$148K Hold
5,109
﹤0.01% 1391
2022
Q1
$239K Sell
5,109
-432
-8% -$20.2K ﹤0.01% 1365
2021
Q4
$243K Hold
5,541
﹤0.01% 1466
2021
Q3
$310K Buy
+5,541
New +$310K ﹤0.01% 1382