Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Hold
2,357
﹤0.01% 638
2025
Q1
$427K Hold
2,357
﹤0.01% 622
2024
Q4
$447K Hold
2,357
﹤0.01% 641
2024
Q3
$428K Sell
2,357
-2,886
-55% -$525K ﹤0.01% 668
2024
Q2
$829K Buy
5,243
+3,457
+194% +$546K 0.01% 513
2024
Q1
$260K Sell
1,786
-6,029
-77% -$878K ﹤0.01% 686
2023
Q4
$992K Buy
7,815
+5
+0.1% +$635 0.01% 574
2023
Q3
$830K Sell
7,810
-41
-0.5% -$4.36K 0.01% 587
2023
Q2
$861K Buy
7,851
+1,454
+23% +$159K 0.01% 625
2023
Q1
$646K Sell
6,397
-2,884
-31% -$291K 0.01% 694
2022
Q4
$926K Buy
9,281
+4,444
+92% +$444K 0.01% 572
2022
Q3
$393K Buy
4,837
+332
+7% +$27K 0.01% 639
2022
Q2
$370K Sell
4,505
-5,324
-54% -$437K 0.01% 632
2022
Q1
$945K Buy
+9,829
New +$945K 0.01% 440