Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
38,778
+27,360
+240% +$725K ﹤0.01% 3275
2025
Q1
$349K Sell
11,418
-41,764
-79% -$1.28M ﹤0.01% 4321
2024
Q4
$2.28M Buy
53,182
+2,206
+4% +$94.7K ﹤0.01% 2465
2024
Q3
$1.13M Buy
50,976
+28,804
+130% +$638K ﹤0.01% 3008
2024
Q2
$363K Sell
22,172
-10,949
-33% -$179K ﹤0.01% 4115
2024
Q1
$586K Buy
+33,121
New +$586K ﹤0.01% 3726
2023
Q3
Sell
-10,822
Closed -$167K 6009
2023
Q2
$167K Sell
10,822
-9,829
-48% -$152K ﹤0.01% 4533
2023
Q1
$166K Buy
20,651
+9,326
+82% +$75.2K ﹤0.01% 4699
2022
Q4
$90.5K Buy
+11,325
New +$90.5K ﹤0.01% 5055