Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.9K Buy
2,114
+16
+0.8% +$355 ﹤0.01% 2683
2025
Q1
$48.2K Sell
2,098
-485
-19% -$11.1K ﹤0.01% 2569
2024
Q4
$59.9K Sell
2,583
-24,304
-90% -$563K ﹤0.01% 2465
2024
Q3
$936K Buy
26,887
+17,131
+176% +$596K 0.01% 1141
2024
Q2
$316K Buy
9,756
+7,240
+288% +$234K ﹤0.01% 1690
2024
Q1
$85.5K Sell
2,516
-135
-5% -$4.59K ﹤0.01% 2114
2023
Q4
$104K Sell
2,651
-9,038
-77% -$356K ﹤0.01% 1939
2023
Q3
$446K Buy
11,689
+3,251
+39% +$124K ﹤0.01% 1225
2023
Q2
$385K Buy
8,438
+560
+7% +$25.5K ﹤0.01% 1327
2023
Q1
$353K Buy
7,878
+2,124
+37% +$95.1K ﹤0.01% 1297
2022
Q4
$189K Buy
+5,754
New +$189K 0.01% 1206
2017
Q3
Sell
-643
Closed -$28.9K 429
2017
Q2
$28.9K Buy
+643
New +$28.9K 0.01% 627