Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
109,613
+15,912
+17% +$27.7K ﹤0.01% 3520
2025
Q1
$225K Buy
93,701
+48
+0.1% +$115 ﹤0.01% 3450
2024
Q4
$332K Buy
93,653
+2,997
+3% +$10.6K ﹤0.01% 3369
2024
Q3
$383K Sell
90,656
-927
-1% -$3.92K ﹤0.01% 3317
2024
Q2
$343K Sell
91,583
-1,905
-2% -$7.14K ﹤0.01% 3428
2024
Q1
$507K Buy
93,488
+33,568
+56% +$182K ﹤0.01% 3315
2023
Q4
$370K Sell
59,920
-453,596
-88% -$2.8M ﹤0.01% 3356
2023
Q3
$2.67M Buy
513,516
+488,144
+1,924% +$2.53M ﹤0.01% 2487
2023
Q2
$128K Sell
25,372
-1,216
-5% -$6.12K ﹤0.01% 3671
2023
Q1
$97.8K Sell
26,588
-62,158
-70% -$229K ﹤0.01% 3686
2022
Q4
$319K Buy
+88,746
New +$319K ﹤0.01% 3462