Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
8,205
+1,426
+21% +$54.8K ﹤0.01% 798
2025
Q1
$263K Sell
6,779
-236
-3% -$9.14K ﹤0.01% 802
2024
Q4
$240K Sell
7,015
-871
-11% -$29.8K ﹤0.01% 828
2024
Q3
$322K Buy
7,886
+2,365
+43% +$96.7K ﹤0.01% 643
2024
Q2
$213K Buy
5,521
+646
+13% +$24.9K ﹤0.01% 718
2024
Q1
$209K Buy
+4,875
New +$209K ﹤0.01% 715
2020
Q1
Sell
-57,718
Closed -$3.39M 424
2019
Q4
$3.39M Buy
57,718
+10,444
+22% +$613K 0.24% 48
2019
Q3
$2.52M Buy
+47,274
New +$2.52M 0.14% 69