Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Sell
84,200
-66,671
-44% -$527K ﹤0.01% 2414
2025
Q1
$1.17M Buy
150,871
+110,571
+274% +$855K ﹤0.01% 2117
2024
Q4
$401K Buy
+40,300
New +$401K ﹤0.01% 2496
2024
Q3
Sell
-10,500
Closed -$56.6K 3236
2024
Q2
$56.6K Sell
10,500
-190,971
-95% -$1.03M ﹤0.01% 2935
2024
Q1
$1.17M Buy
+201,471
New +$1.17M ﹤0.01% 2029
2023
Q3
Sell
-97,271
Closed -$662K 3112
2023
Q2
$662K Sell
97,271
-23,500
-19% -$160K ﹤0.01% 2245
2023
Q1
$719K Sell
120,771
-148,297
-55% -$883K ﹤0.01% 2361
2022
Q4
$1.7M Buy
+269,068
New +$1.7M ﹤0.01% 2131