Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
39,326
-134,627
-77% -$1.21M ﹤0.01% 3108
2025
Q1
$1.23M Buy
173,953
+71,815
+70% +$508K ﹤0.01% 2422
2024
Q4
$1.33M Buy
102,138
+58,186
+132% +$757K ﹤0.01% 2405
2024
Q3
$236K Buy
43,952
+7,500
+21% +$40.2K ﹤0.01% 3470
2024
Q2
$202K Sell
36,452
-80,000
-69% -$444K ﹤0.01% 3152
2024
Q1
$941K Buy
+116,452
New +$941K ﹤0.01% 2415
2023
Q2
Sell
-380,513
Closed -$3.81M 4868
2023
Q1
$3.81M Buy
+380,513
New +$3.81M ﹤0.01% 1231
2022
Q2
Sell
-4,635
Closed -$55K 5668
2022
Q1
$55K Buy
+4,635
New +$55K ﹤0.01% 3983