Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
53,375
+23,179
+77% +$136K ﹤0.01% 2679
2025
Q1
$369K Sell
30,196
-15,073
-33% -$184K ﹤0.01% 2577
2024
Q4
$574K Sell
45,269
-13,790
-23% -$175K ﹤0.01% 2341
2024
Q3
$520K Sell
59,059
-5,029
-8% -$44.3K ﹤0.01% 2463
2024
Q2
$768K Buy
64,088
+44,769
+232% +$537K ﹤0.01% 2286
2024
Q1
$352K Sell
19,319
-20,954
-52% -$382K ﹤0.01% 2543
2023
Q4
$1.27M Buy
40,273
+20,842
+107% +$655K ﹤0.01% 1952
2023
Q3
$295K Sell
19,431
-66,029
-77% -$1M ﹤0.01% 2471
2023
Q2
$1.32M Buy
85,460
+61,258
+253% +$946K ﹤0.01% 1952
2023
Q1
$226K Buy
24,202
+11,771
+95% +$110K ﹤0.01% 2768
2022
Q4
$228K Buy
+12,431
New +$228K ﹤0.01% 2986
2022
Q2
Sell
-59,578
Closed -$357K 4199
2022
Q1
$357K Buy
+59,578
New +$357K ﹤0.01% 3374