Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
+6,419
New +$247K ﹤0.01% 632
2024
Q4
Sell
-9,501
Closed -$388K 648
2024
Q3
$388K Sell
9,501
-799
-8% -$32.7K 0.01% 385
2024
Q2
$397K Sell
10,300
-74
-0.7% -$2.85K 0.01% 368
2024
Q1
$445K Buy
10,374
+119
+1% +$5.1K 0.01% 359
2023
Q4
$380K Sell
10,255
-20
-0.2% -$741 0.01% 365
2023
Q3
$372K Buy
10,275
+20
+0.2% +$725 0.01% 371
2023
Q2
$365K Hold
10,255
0.01% 393
2023
Q1
$365K Hold
10,255
0.01% 405
2022
Q4
$360K Sell
10,255
-1,000
-9% -$35.1K 0.01% 399
2022
Q3
$331K Sell
11,255
-13,865
-55% -$408K 0.02% 344
2022
Q2
$1.37M Hold
25,120
0.06% 185
2022
Q1
$1.37M Buy
+25,120
New +$1.37M 0.06% 199
2019
Q2
Sell
-36,080
Closed -$1.89M 269
2019
Q1
$1.89M Buy
+36,080
New +$1.89M 0.15% 116