Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$984K Buy
61,777
+35,569
+136% +$567K ﹤0.01% 1403
2025
Q1
$496K Sell
26,208
-689
-3% -$13K ﹤0.01% 1656
2024
Q4
$648K Buy
26,897
+3,719
+16% +$89.6K ﹤0.01% 1644
2024
Q3
$647K Buy
23,178
+2,419
+12% +$67.5K ﹤0.01% 1539
2024
Q2
$538K Sell
20,759
-201
-1% -$5.21K ﹤0.01% 1602
2024
Q1
$458K Buy
+20,960
New +$458K ﹤0.01% 1759
2023
Q2
Sell
-78,472
Closed -$1.54M 2225
2023
Q1
$1.54M Buy
78,472
+59,764
+319% +$1.17M ﹤0.01% 1269
2022
Q4
$322K Buy
+18,708
New +$322K ﹤0.01% 2046