Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
280,312
+33,449
+14% +$55.5K ﹤0.01% 3073
2025
Q1
$455K Sell
246,863
-23,994
-9% -$44.2K ﹤0.01% 2896
2024
Q4
$674K Buy
270,857
+38,291
+16% +$95.3K ﹤0.01% 2881
2024
Q3
$1.05M Buy
232,566
+143,608
+161% +$649K ﹤0.01% 2588
2024
Q2
$526K Buy
88,958
+49,832
+127% +$295K ﹤0.01% 2508
2024
Q1
$423K Sell
39,126
-42,013
-52% -$454K ﹤0.01% 2928
2023
Q4
$537K Buy
81,139
+35,997
+80% +$238K ﹤0.01% 2956
2023
Q3
$63K Sell
45,142
-332,208
-88% -$464K ﹤0.01% 3494
2023
Q2
$827K Sell
377,350
-17,697
-4% -$38.8K ﹤0.01% 2272
2023
Q1
$1.4M Buy
395,047
+7,776
+2% +$27.6K ﹤0.01% 1900
2022
Q4
$2.32M Sell
387,271
-66,400
-15% -$398K ﹤0.01% 1559
2022
Q3
$5.97M Buy
453,671
+106,775
+31% +$1.4M 0.01% 1006
2022
Q2
$4.27M Buy
346,896
+342,666
+8,101% +$4.22M ﹤0.01% 1187
2022
Q1
$48K Buy
+4,230
New +$48K ﹤0.01% 4019