Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
45,622
+14,500
+47% +$84.1K 0.01% 69
2025
Q1
$151K Buy
31,122
+19,000
+157% +$92.3K ﹤0.01% 67
2024
Q4
$93.3K Sell
12,122
-9,600
-44% -$73.9K ﹤0.01% 63
2024
Q3
$139K Buy
21,722
+3,100
+17% +$19.8K 0.01% 50
2024
Q2
$101K Buy
18,622
+1,145
+7% +$6.18K ﹤0.01% 75
2024
Q1
$120K Buy
+17,477
New +$120K 0.01% 66
2023
Q2
Sell
-79,143
Closed -$609K 95
2023
Q1
$609K Buy
+79,143
New +$609K 0.03% 37
2022
Q4
Hold
0
95
2022
Q3
Sell
-50,062
Closed -$377K 88
2022
Q2
$377K Buy
50,062
+18,412
+58% +$139K 0.02% 32
2022
Q1
$158K Buy
+31,650
New +$158K 0.01% 44
2021
Q4
Hold
0
96