Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Sell
49,155
-194,205
-80% -$3.36M ﹤0.01% 1727
2025
Q1
$4.04M Buy
243,360
+157,300
+183% +$2.61M 0.01% 945
2024
Q4
$1.43M Buy
86,060
+53,819
+167% +$895K ﹤0.01% 1441
2024
Q3
$578K Buy
32,241
+14,923
+86% +$268K ﹤0.01% 2153
2024
Q2
$305K Buy
17,318
+757
+5% +$13.3K ﹤0.01% 2346
2024
Q1
$425K Sell
16,561
-1,311
-7% -$33.6K ﹤0.01% 2224
2023
Q4
$466K Buy
17,872
+399
+2% +$10.4K ﹤0.01% 2163
2023
Q3
$403K Buy
17,473
+1,337
+8% +$30.8K ﹤0.01% 2158
2023
Q2
$379K Buy
+16,136
New +$379K ﹤0.01% 2224
2022
Q2
Sell
-8,259
Closed -$249K 2760
2022
Q1
$249K Buy
+8,259
New +$249K ﹤0.01% 2465