Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
4,829
+1,525
+46% +$82.9K ﹤0.01% 1016
2025
Q1
$167K Sell
3,304
-879
-21% -$44.3K ﹤0.01% 1138
2024
Q4
$190K Sell
4,183
-1,493
-26% -$67.8K ﹤0.01% 1106
2024
Q3
$269K Sell
5,676
-36,822
-87% -$1.75M ﹤0.01% 883
2024
Q2
$1.95M Sell
42,498
-957
-2% -$43.9K 0.02% 406
2024
Q1
$1.88M Buy
43,455
+2,816
+7% +$122K 0.02% 406
2023
Q4
$1.61M Buy
40,639
+4,297
+12% +$170K 0.02% 360
2023
Q3
$1.22M Buy
36,342
+9,448
+35% +$318K 0.02% 384
2023
Q2
$899K Buy
+26,894
New +$899K 0.01% 448
2023
Q1
Sell
-9,268
Closed -$257K 1060
2022
Q4
$257K Buy
+9,268
New +$257K ﹤0.01% 803