Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
17,975
-4,825
-21% -$39.1K ﹤0.01% 1022
2025
Q1
$162K Sell
22,800
-29,255
-56% -$207K ﹤0.01% 832
2024
Q4
$486K Sell
52,055
-8,450
-14% -$78.9K 0.01% 699
2024
Q3
$790K Sell
60,505
-8,200
-12% -$107K 0.01% 630
2024
Q2
$1.05M Buy
68,705
+53,630
+356% +$817K 0.01% 582
2024
Q1
$197K Buy
15,075
+400
+3% +$5.23K ﹤0.01% 816
2023
Q4
$194K Sell
14,675
-1,100
-7% -$14.6K ﹤0.01% 811
2023
Q3
$203K Hold
15,775
﹤0.01% 799
2023
Q2
$227K Hold
15,775
﹤0.01% 798
2023
Q1
$208K Hold
15,775
﹤0.01% 831
2022
Q4
$162K Hold
15,775
﹤0.01% 841
2022
Q3
$146K Sell
15,775
-800
-5% -$7.4K ﹤0.01% 851
2022
Q2
$149K Hold
16,575
﹤0.01% 863
2022
Q1
$151K Hold
16,575
﹤0.01% 883
2021
Q4
$184K Sell
16,575
-3,500
-17% -$38.9K ﹤0.01% 888
2021
Q3
$249K Buy
+20,075
New +$249K ﹤0.01% 850