Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
64,257
+12,338
+24% +$105K ﹤0.01% 1302
2025
Q1
$320K Buy
51,919
+3,387
+7% +$20.9K ﹤0.01% 1345
2024
Q4
$309K Sell
48,532
-7,566
-13% -$48.1K ﹤0.01% 1258
2024
Q3
$388K Sell
56,098
-30,451
-35% -$211K ﹤0.01% 1163
2024
Q2
$463K Sell
86,549
-206
-0.2% -$1.1K 0.01% 1102
2024
Q1
$523K Sell
86,755
-8,534
-9% -$51.5K 0.01% 1033
2023
Q4
$561K Sell
95,289
-30,178
-24% -$178K 0.01% 952
2023
Q3
$794K Buy
125,467
+39,873
+47% +$252K 0.02% 846
2023
Q2
$968K Buy
85,594
+39,604
+86% +$448K 0.02% 780
2023
Q1
$442K Buy
45,990
+23,196
+102% +$223K 0.01% 1011
2022
Q4
$149K Buy
+22,794
New +$149K ﹤0.01% 1153
2018
Q3
Sell
-16,463
Closed -$318K 1037
2018
Q2
$318K Buy
+16,463
New +$318K ﹤0.01% 767