Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
34,813
-16,042
-32% -$254K ﹤0.01% 1352
2025
Q1
$906K Buy
50,855
+1,306
+3% +$23.3K ﹤0.01% 1352
2024
Q4
$820K Buy
49,549
+14,130
+40% +$234K ﹤0.01% 1446
2024
Q3
$873K Buy
35,419
+1,637
+5% +$40.4K ﹤0.01% 1310
2024
Q2
$635K Buy
33,782
+2,425
+8% +$45.6K ﹤0.01% 1297
2024
Q1
$581K Hold
31,357
﹤0.01% 1393
2023
Q4
$712K Sell
31,357
-2,053
-6% -$46.6K ﹤0.01% 1379
2023
Q3
$549K Buy
33,410
+10,081
+43% +$166K ﹤0.01% 1395
2023
Q2
$568K Sell
23,329
-19,227
-45% -$468K ﹤0.01% 1366
2023
Q1
$1.2M Buy
+42,556
New +$1.2M ﹤0.01% 1235
2022
Q1
Sell
-7,733
Closed -$951K 1692
2021
Q4
$951K Buy
+7,733
New +$951K ﹤0.01% 1299