Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
6,691
-406,638
-98% -$912K ﹤0.01% 4119
2025
Q1
$1.25M Sell
413,329
-21,485
-5% -$65.1K ﹤0.01% 2323
2024
Q4
$778K Buy
434,814
+163,971
+61% +$293K ﹤0.01% 2785
2024
Q3
$447K Buy
270,843
+9,307
+4% +$15.4K ﹤0.01% 3060
2024
Q2
$447K Buy
261,536
+67,608
+35% +$116K ﹤0.01% 2589
2024
Q1
$339K Buy
193,928
+103,282
+114% +$181K ﹤0.01% 3057
2023
Q4
$208K Buy
+90,646
New +$208K ﹤0.01% 3492
2023
Q3
Sell
-464,172
Closed -$877K 4386
2023
Q2
$877K Hold
464,172
﹤0.01% 2240
2023
Q1
$877K Hold
464,172
﹤0.01% 2223
2022
Q4
$887K Sell
464,172
-78,000
-14% -$149K ﹤0.01% 2221
2022
Q3
$504K Buy
542,172
+60,000
+12% +$55.8K ﹤0.01% 2588
2022
Q2
$1.26M Sell
482,172
-22,000
-4% -$57.6K ﹤0.01% 1901
2022
Q1
$1.49M Buy
+504,172
New +$1.49M ﹤0.01% 2011