Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
28,877
+12,319
+74% +$72.5K ﹤0.01% 3625
2025
Q1
$203K Sell
16,558
-4,820
-23% -$59.1K ﹤0.01% 3306
2024
Q4
$270K Buy
21,378
+2,311
+12% +$29.2K ﹤0.01% 3373
2024
Q3
$169K Buy
19,067
+14,445
+313% +$128K ﹤0.01% 3557
2024
Q2
$56K Sell
4,622
-3,271
-41% -$39.6K ﹤0.01% 3626
2024
Q1
$144K Sell
7,893
-7,386
-48% -$135K ﹤0.01% 3495
2023
Q4
$480K Buy
15,279
+13,317
+679% +$418K ﹤0.01% 3021
2023
Q3
$30K Sell
1,962
-254
-11% -$3.88K ﹤0.01% 3783
2023
Q2
$34K Sell
2,216
-54,463
-96% -$836K ﹤0.01% 3829
2023
Q1
$528K Buy
+56,679
New +$528K ﹤0.01% 2607
2022
Q2
Sell
-1,802
Closed -$11K 4747
2022
Q1
$11K Buy
+1,802
New +$11K ﹤0.01% 4465