Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
19,724
+9,334
+90% +$54.9K ﹤0.01% 3187
2025
Q1
$127K Buy
10,390
+3,048
+42% +$37.3K ﹤0.01% 3102
2024
Q4
$93K Hold
7,342
﹤0.01% 3263
2024
Q3
$64.7K Buy
7,342
+2,876
+64% +$25.3K ﹤0.01% 3263
2024
Q2
$53.5K Sell
4,466
-1,244
-22% -$14.9K ﹤0.01% 3275
2024
Q1
$104K Sell
5,710
-680
-11% -$12.4K ﹤0.01% 3111
2023
Q4
$201K Buy
6,390
+974
+18% +$30.6K ﹤0.01% 2832
2023
Q3
$82.2K Buy
5,416
+5,364
+10,315% +$81.4K ﹤0.01% 3221
2023
Q2
$803 Buy
+52
New +$803 ﹤0.01% 3686
2022
Q2
Sell
-4,393
Closed -$26K 3988
2022
Q1
$26K Sell
4,393
-540
-11% -$3.2K ﹤0.01% 3882
2021
Q4
$60K Buy
4,933
+260
+6% +$3.16K ﹤0.01% 3792
2021
Q3
$77K Buy
+4,673
New +$77K ﹤0.01% 3899