Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
14,488
+1,697
+13% +$48.9K ﹤0.01% 1804
2025
Q1
$347K Sell
12,791
-6,000
-32% -$163K ﹤0.01% 1795
2024
Q4
$536K Buy
18,791
+2,369
+14% +$67.6K ﹤0.01% 1508
2024
Q3
$521K Buy
16,422
+1,402
+9% +$44.5K ﹤0.01% 1452
2024
Q2
$484K Buy
15,020
+13,217
+733% +$426K ﹤0.01% 1438
2024
Q1
$67.1K Sell
1,803
-2,318
-56% -$86.3K ﹤0.01% 2200
2023
Q4
$127K Buy
4,121
+539
+15% +$16.7K ﹤0.01% 1865
2023
Q3
$120K Buy
3,582
+1,239
+53% +$41.7K ﹤0.01% 1777
2023
Q2
$71K Sell
2,343
-20
-0.8% -$606 ﹤0.01% 1976
2023
Q1
$62.6K Buy
2,363
+1,881
+390% +$49.8K ﹤0.01% 1906
2022
Q4
$1.54K Buy
+482
New +$1.54K ﹤0.01% 2906
2017
Q3
Sell
-570
Closed -$15.5K 684
2017
Q2
$15.5K Buy
+570
New +$15.5K ﹤0.01% 813