Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
55,869
+31,143
+126% +$262K ﹤0.01% 4127
2025
Q1
$91K Buy
24,726
+11,294
+84% +$41.6K ﹤0.01% 5188
2024
Q4
$59.8K Buy
13,432
+582
+5% +$2.59K ﹤0.01% 5410
2024
Q3
$57.7K Buy
+12,850
New +$57.7K ﹤0.01% 5075
2023
Q3
Hold
0
6322
2023
Q2
Hold
0
6284
2023
Q1
Sell
-31
Closed -$239 6374
2022
Q4
$239 Buy
+31
New +$239 ﹤0.01% 5977
2022
Q3
Sell
-10,325
Closed -$246K 6467
2022
Q2
$246K Buy
10,325
+1,139
+12% +$27.1K ﹤0.01% 4809
2022
Q1
$573K Buy
9,186
+4,375
+91% +$273K ﹤0.01% 4307
2021
Q4
$180K Buy
4,811
+554
+13% +$20.7K ﹤0.01% 5543
2021
Q3
$333K Buy
+4,257
New +$333K ﹤0.01% 4931
2021
Q2
Sell
-7,402
Closed -$1.03M 6900
2021
Q1
$1.03M Buy
+7,402
New +$1.03M ﹤0.01% 3900