Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
85,970
+26,198
+44% +$177K ﹤0.01% 2969
2025
Q1
$308K Sell
59,772
-23,829
-29% -$123K ﹤0.01% 3115
2024
Q4
$477K Buy
83,601
+7,161
+9% +$40.9K ﹤0.01% 3076
2024
Q3
$529K Buy
76,440
+60,058
+367% +$416K ﹤0.01% 2960
2024
Q2
$97K Sell
16,382
-24,334
-60% -$144K ﹤0.01% 3392
2024
Q1
$194K Sell
40,716
-32,693
-45% -$156K ﹤0.01% 3348
2023
Q4
$483K Buy
73,409
+59,798
+439% +$393K ﹤0.01% 3018
2023
Q3
$127K Sell
13,611
-1,445
-10% -$13.5K ﹤0.01% 3230
2023
Q2
$183K Buy
+15,056
New +$183K ﹤0.01% 3130
2022
Q4
Sell
-384
Closed -$4K 4394
2022
Q3
$4K Buy
+384
New +$4K ﹤0.01% 4400
2022
Q2
Sell
-421
Closed -$6K 4738
2022
Q1
$6K Buy
+421
New +$6K ﹤0.01% 4555