Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
19,378
-52,706
-73% -$343K ﹤0.01% 1860
2025
Q1
$582K Sell
72,084
-851
-1% -$6.87K ﹤0.01% 1199
2024
Q4
$676K Sell
72,935
-18,448
-20% -$171K ﹤0.01% 1129
2024
Q3
$719K Sell
91,383
-17,972
-16% -$141K ﹤0.01% 1304
2024
Q2
$1.2M Buy
109,355
+87,651
+404% +$959K 0.01% 875
2024
Q1
$208K Buy
21,704
+11,023
+103% +$106K ﹤0.01% 1650
2023
Q4
$91K Buy
+10,681
New +$91K ﹤0.01% 1736
2022
Q4
Sell
-16,229
Closed -$190K 2517
2022
Q3
$190K Buy
+16,229
New +$190K ﹤0.01% 2055
2022
Q2
Sell
-22,280
Closed -$332K 3082
2022
Q1
$332K Buy
+22,280
New +$332K ﹤0.01% 1952
2020
Q4
Sell
-10,742
Closed -$79K 2008
2020
Q3
$79K Buy
+10,742
New +$79K ﹤0.01% 1499