Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
14,569
+7,481
+106% +$472K ﹤0.01% 1856
2025
Q1
$402K Sell
7,088
-112
-2% -$6.36K ﹤0.01% 2378
2024
Q4
$484K Buy
7,200
+2,045
+40% +$138K ﹤0.01% 2222
2024
Q3
$346K Buy
5,155
+52
+1% +$3.49K ﹤0.01% 2446
2024
Q2
$353K Buy
5,103
+306
+6% +$21.2K ﹤0.01% 2329
2024
Q1
$294K Buy
4,797
+148
+3% +$9.07K ﹤0.01% 2449
2023
Q4
$290K Buy
+4,649
New +$290K ﹤0.01% 2381
2022
Q2
Sell
-19,244
Closed -$784K 1438
2022
Q1
$784K Buy
19,244
+2,298
+14% +$93.6K ﹤0.01% 1007
2021
Q4
$735K Buy
+16,946
New +$735K ﹤0.01% 912