Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
120,891
+31,633
+35% +$72.1K ﹤0.01% 3398
2025
Q1
$247K Buy
89,258
+40,461
+83% +$112K ﹤0.01% 3411
2024
Q4
$150K Buy
48,797
+1,839
+4% +$5.65K ﹤0.01% 3549
2024
Q3
$199K Buy
46,958
+3,850
+9% +$16.3K ﹤0.01% 3503
2024
Q2
$174K Sell
43,108
-103
-0.2% -$415 ﹤0.01% 3645
2024
Q1
$215K Sell
43,211
-59,779
-58% -$298K ﹤0.01% 3605
2023
Q4
$484K Buy
102,990
+32,479
+46% +$153K ﹤0.01% 3228
2023
Q3
$267K Buy
70,511
+40,520
+135% +$153K ﹤0.01% 3487
2023
Q2
$95.8K Buy
+29,991
New +$95.8K ﹤0.01% 3718
2018
Q4
Sell
-157,117
Closed -$1.75M 3803
2018
Q3
$1.75M Buy
157,117
+143,226
+1,031% +$1.6M ﹤0.01% 2833
2018
Q2
$157K Buy
+13,891
New +$157K ﹤0.01% 3708