Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
14,319
+4,242
+42% +$217K ﹤0.01% 1459
2025
Q1
$361K Buy
10,077
+2,896
+40% +$104K ﹤0.01% 1778
2024
Q4
$354K Buy
7,181
+1,081
+18% +$53.3K ﹤0.01% 1778
2024
Q3
$291K Sell
6,100
-510
-8% -$24.3K ﹤0.01% 1822
2024
Q2
$288K Buy
6,610
+900
+16% +$39.2K ﹤0.01% 1745
2024
Q1
$241K Buy
5,710
+5
+0.1% +$211 ﹤0.01% 1748
2023
Q4
$223K Hold
5,705
﹤0.01% 1664
2023
Q3
$209K Buy
5,705
+5,605
+5,605% +$206K ﹤0.01% 1611
2023
Q2
$2.96K Hold
100
﹤0.01% 2978
2023
Q1
$3.09K Sell
100
-106
-51% -$3.28K ﹤0.01% 2919
2022
Q4
$2.95K Buy
+206
New +$2.95K ﹤0.01% 2731
2017
Q3
Sell
-252
Closed -$11.4K 629
2017
Q2
$11.4K Buy
+252
New +$11.4K ﹤0.01% 910