Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
84,037
-499
-0.6% -$9.28K ﹤0.01% 1837
2025
Q1
$982K Buy
84,536
+13,161
+18% +$153K ﹤0.01% 2142
2024
Q4
$1.46M Buy
71,375
+22,746
+47% +$466K ﹤0.01% 2008
2024
Q3
$596K Buy
48,629
+16,695
+52% +$205K ﹤0.01% 2322
2024
Q2
$479K Buy
31,934
+27,181
+572% +$407K ﹤0.01% 2321
2024
Q1
$52.5K Buy
+4,753
New +$52.5K ﹤0.01% 3340
2022
Q3
Sell
-1,488
Closed -$10K 3867
2022
Q2
$10K Hold
1,488
﹤0.01% 3891
2022
Q1
$41K Buy
1,488
+4
+0.3% +$110 ﹤0.01% 3803
2021
Q4
$58K Buy
+1,484
New +$58K ﹤0.01% 3807