Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
18,438
+5,498
+42% +$59.7K ﹤0.01% 597
2025
Q1
$130K Buy
12,940
+7,193
+125% +$72.1K ﹤0.01% 696
2024
Q4
$56.9K Sell
5,747
-1,313
-19% -$13K ﹤0.01% 848
2024
Q3
$74.6K Sell
7,060
-24,537
-78% -$259K ﹤0.01% 801
2024
Q2
$420K Buy
31,597
+25,443
+413% +$338K 0.01% 454
2024
Q1
$75K Buy
+6,154
New +$75K ﹤0.01% 778
2023
Q4
Sell
-24,603
Closed -$306K 562
2023
Q3
$306K Sell
24,603
-72,419
-75% -$899K 0.01% 433
2023
Q2
$1.47M Buy
+97,022
New +$1.47M 0.02% 178
2022
Q2
Sell
-15,168
Closed -$256K 415
2022
Q1
$256K Buy
15,168
+37
+0.2% +$624 0.01% 375
2021
Q4
$314K Buy
+15,131
New +$314K 0.01% 293