Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
5,440
+124
+2% +$10K ﹤0.01% 1772
2025
Q1
$433K Sell
5,316
-698
-12% -$56.9K ﹤0.01% 1662
2024
Q4
$439K Buy
6,014
+326
+6% +$23.8K ﹤0.01% 1637
2024
Q3
$338K Sell
5,688
-298
-5% -$17.7K ﹤0.01% 1732
2024
Q2
$306K Sell
5,986
-98
-2% -$5.01K ﹤0.01% 1706
2024
Q1
$326K Buy
6,084
+4,440
+270% +$238K ﹤0.01% 1599
2023
Q4
$74.3K Sell
1,644
-21,483
-93% -$971K ﹤0.01% 2075
2023
Q3
$1.14M Buy
23,127
+15,407
+200% +$758K 0.01% 809
2023
Q2
$368K Sell
7,720
-123
-2% -$5.87K ﹤0.01% 1362
2023
Q1
$310K Sell
7,843
-113
-1% -$4.47K ﹤0.01% 1362
2022
Q4
$273K Sell
7,956
-11,922
-60% -$410K 0.01% 1049
2022
Q3
$771K Buy
19,878
+12,590
+173% +$488K 0.01% 759
2022
Q2
$248K Buy
+7,288
New +$248K ﹤0.01% 1296
2017
Q3
Sell
-298
Closed -$14.2K 1085
2017
Q2
$14.2K Buy
+298
New +$14.2K ﹤0.01% 839