Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88K Buy
100,000
+50,000
+100% +$44K ﹤0.01% 1177
2025
Q1
$69.5K Hold
50,000
﹤0.01% 1049
2024
Q4
$92K Buy
50,000
+3,500
+8% +$6.44K ﹤0.01% 1043
2024
Q3
$75.8K Sell
46,500
-2,500
-5% -$4.08K ﹤0.01% 1044
2024
Q2
$88.7K Sell
49,000
-5,000
-9% -$9.05K ﹤0.01% 1025
2024
Q1
$67K Buy
54,000
+10,000
+23% +$12.4K ﹤0.01% 1038
2023
Q4
$35.4K Hold
44,000
﹤0.01% 1052
2023
Q3
$52.8K Buy
44,000
+7,500
+21% +$9K ﹤0.01% 1061
2023
Q2
$48.5K Buy
36,500
+6,500
+22% +$8.65K ﹤0.01% 1064
2023
Q1
$43.5K Hold
30,000
﹤0.01% 1081
2022
Q4
$44.7K Buy
+30,000
New +$44.7K ﹤0.01% 1124
2022
Q3
Sell
-25,500
Closed -$33K 1353
2022
Q2
$33K Sell
25,500
-1,500
-6% -$1.94K ﹤0.01% 1264
2022
Q1
$100K Buy
27,000
+2,500
+10% +$9.26K ﹤0.01% 1289
2021
Q4
$103K Buy
24,500
+5,500
+29% +$23.1K ﹤0.01% 1301
2021
Q3
$130K Buy
+19,000
New +$130K ﹤0.01% 1270