Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
28,571
+17,771
+165% +$227K ﹤0.01% 1435
2025
Q1
$111K Buy
+10,800
New +$111K ﹤0.01% 1566
2024
Q3
Sell
-18,276
Closed -$232K 1436
2024
Q2
$232K Buy
18,276
+7,420
+68% +$94.1K ﹤0.01% 1265
2024
Q1
$246K Buy
10,856
+1,033
+11% +$23.4K ﹤0.01% 1264
2023
Q4
$244K Sell
9,823
-2,372
-19% -$58.9K 0.01% 1162
2023
Q3
$209K Buy
12,195
+135
+1% +$2.31K 0.01% 1138
2023
Q2
$200K Sell
12,060
-214
-2% -$3.55K 0.01% 1076
2023
Q1
$216K Buy
12,274
+46
+0.4% +$808 0.01% 493
2022
Q4
$155K Sell
12,228
-172
-1% -$2.19K 0.01% 220
2022
Q3
$156K Buy
+12,400
New +$156K 0.02% 311