Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
3,052
+1,350
+79% +$114K ﹤0.01% 4536
2025
Q1
$99.8K Sell
1,702
-5,517
-76% -$323K ﹤0.01% 4726
2024
Q4
$583K Buy
7,219
+5,151
+249% +$416K ﹤0.01% 4317
2024
Q3
$165K Buy
2,068
+524
+34% +$41.8K ﹤0.01% 4517
2024
Q2
$193K Buy
1,544
+923
+149% +$116K ﹤0.01% 4506
2024
Q1
$52K Buy
621
+587
+1,726% +$49.2K ﹤0.01% 4800
2023
Q4
$2.36K Buy
+34
New +$2.36K ﹤0.01% 5161
2022
Q2
Sell
-8
Closed 5763
2022
Q1
$0 Hold
8
﹤0.01% 5729
2021
Q4
$0 Hold
8
﹤0.01% 5711
2021
Q3
$0 Buy
+8
New ﹤0.01% 5543
2019
Q3
Sell
-20,959
Closed -$177K 4920
2019
Q2
$177K Hold
20,959
﹤0.01% 4328
2019
Q1
$187K Buy
+20,959
New +$187K ﹤0.01% 4200
2018
Q3
Sell
-1,498
Closed -$11K 4933
2018
Q2
$11K Buy
+1,498
New +$11K ﹤0.01% 4682