Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
2,455
+186
+8% +$35.2K ﹤0.01% 1680
2025
Q1
$532K Sell
2,269
-1,345
-37% -$315K ﹤0.01% 1361
2024
Q4
$1.42M Buy
3,614
+1,789
+98% +$704K 0.01% 962
2024
Q3
$610K Buy
1,825
+673
+58% +$225K 0.01% 1070
2024
Q2
$282K Buy
+1,152
New +$282K 0.01% 1179
2023
Q2
Sell
-2,640
Closed -$643K 943
2023
Q1
$643K Buy
2,640
+597
+29% +$145K 0.04% 506
2022
Q4
$546K Sell
2,043
-6,281
-75% -$1.68M 0.04% 510
2022
Q3
$2.05M Buy
8,324
+5,455
+190% +$1.34M 0.26% 75
2022
Q2
$609K Buy
+2,869
New +$609K 0.09% 294
2019
Q4
Sell
-1,841
Closed -$314K 478
2019
Q3
$314K Hold
1,841
0.21% 247
2019
Q2
$213K Buy
+1,841
New +$213K 0.13% 381