Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
48,400
+18,334
+61% +$104K ﹤0.01% 2790
2025
Q1
$178K Buy
30,066
+945
+3% +$5.6K ﹤0.01% 3043
2024
Q4
$202K Sell
29,121
-2,345
-7% -$16.2K ﹤0.01% 2997
2024
Q3
$233K Buy
31,466
+2,354
+8% +$17.4K ﹤0.01% 2798
2024
Q2
$215K Buy
+29,112
New +$215K ﹤0.01% 2739
2023
Q3
Sell
-13,449
Closed -$124K 2900
2023
Q2
$124K Buy
13,449
+839
+7% +$7.75K ﹤0.01% 2588
2023
Q1
$116K Sell
12,610
-984
-7% -$9.05K ﹤0.01% 2549
2022
Q4
$114K Buy
+13,594
New +$114K ﹤0.01% 2491
2021
Q4
Sell
-93,801
Closed -$1.08M 1152
2021
Q3
$1.08M Buy
+93,801
New +$1.08M 0.01% 686