Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
7,169
+2,899
+68% +$205K ﹤0.01% 2327
2025
Q1
$256K Buy
+4,270
New +$256K ﹤0.01% 2780
2024
Q4
Sell
-3,495
Closed -$296K 3390
2024
Q3
$296K Sell
3,495
-3,664
-51% -$311K ﹤0.01% 2581
2024
Q2
$966K Sell
7,159
-164
-2% -$22.1K ﹤0.01% 1523
2024
Q1
$1.39M Buy
7,323
+611
+9% +$116K ﹤0.01% 1296
2023
Q4
$1.07M Buy
6,712
+936
+16% +$150K ﹤0.01% 1378
2023
Q3
$862K Buy
5,776
+393
+7% +$58.6K ﹤0.01% 1399
2023
Q2
$839K Buy
5,383
+419
+8% +$65.3K ﹤0.01% 1405
2023
Q1
$697K Buy
4,964
+463
+10% +$65K ﹤0.01% 1485
2022
Q4
$511K Buy
+4,501
New +$511K ﹤0.01% 1637