Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55K Hold
1,214
﹤0.01% 1568
2025
Q1
$57K Buy
+1,214
New +$57K ﹤0.01% 1750
2024
Q4
Sell
-16,219
Closed -$683K 1864
2024
Q3
$683K Sell
16,219
-6,067
-27% -$255K ﹤0.01% 699
2024
Q2
$739K Sell
22,286
-5,682
-20% -$188K ﹤0.01% 691
2024
Q1
$1.07M Sell
27,968
-246
-0.9% -$9.4K ﹤0.01% 664
2023
Q4
$1.27M Sell
28,214
-32
-0.1% -$1.44K ﹤0.01% 662
2023
Q3
$1.66M Buy
28,246
+1,578
+6% +$92.9K 0.01% 615
2023
Q2
$1.44M Hold
26,668
0.01% 651
2023
Q1
$1.25M Buy
26,668
+1,294
+5% +$60.8K 0.01% 703
2022
Q4
$1.36M Buy
25,374
+6,152
+32% +$331K 0.01% 664
2022
Q3
$1.14M Buy
19,222
+12,870
+203% +$761K 0.01% 651
2022
Q2
$348K Buy
+6,352
New +$348K ﹤0.01% 831
2018
Q1
Sell
-3,272
Closed -$68K 1314
2017
Q4
$68K Hold
3,272
﹤0.01% 1195
2017
Q3
$77K Hold
3,272
﹤0.01% 1208
2017
Q2
$59K Buy
3,272
+2,013
+160% +$36.3K ﹤0.01% 1236
2017
Q1
$20K Buy
+1,259
New +$20K ﹤0.01% 1295