Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Sell
9,593
-144
-1% -$10.7K 0.01% 109
2025
Q1
$401K Hold
9,737
0.01% 131
2024
Q4
$500K Buy
9,737
+2,976
+44% +$153K 0.01% 124
2024
Q3
$323K Sell
6,761
-16,715
-71% -$798K ﹤0.01% 140
2024
Q2
$1.16M Sell
23,476
-2,052
-8% -$101K 0.02% 103
2024
Q1
$1.11M Hold
25,528
0.02% 109
2023
Q4
$1.1M Buy
25,528
+7,554
+42% +$326K 0.02% 106
2023
Q3
$712K Buy
17,974
+3,290
+22% +$130K 0.01% 119
2023
Q2
$460K Buy
14,684
+2,600
+22% +$81.5K 0.01% 130
2023
Q1
$316K Buy
+12,084
New +$316K 0.01% 140