Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Buy
13,478
+5,042
+60% +$242K ﹤0.01% 972
2025
Q1
$409K Buy
8,436
+1,414
+20% +$68.6K ﹤0.01% 1058
2024
Q4
$343K Sell
7,022
-229
-3% -$11.2K ﹤0.01% 1040
2024
Q3
$450K Buy
7,251
+3,202
+79% +$199K ﹤0.01% 914
2024
Q2
$231K Sell
4,049
-487
-11% -$27.8K ﹤0.01% 1079
2024
Q1
$262K Buy
4,536
+504
+13% +$29.1K ﹤0.01% 943
2023
Q4
$275K Buy
+4,032
New +$275K ﹤0.01% 727
2022
Q3
Sell
-4,550
Closed -$256K 544
2022
Q2
$256K Sell
4,550
-478
-10% -$26.9K 0.01% 464
2022
Q1
$346K Sell
5,028
-2
-0% -$138 0.01% 424
2021
Q4
$271K Buy
5,030
+256
+5% +$13.8K 0.01% 464
2021
Q3
$228K Buy
+4,774
New +$228K 0.01% 475