Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
3,651
+123
+3% +$33.8K ﹤0.01% 2328
2025
Q1
$650K Buy
3,528
+238
+7% +$43.9K ﹤0.01% 2509
2024
Q4
$648K Buy
3,290
+438
+15% +$86.3K ﹤0.01% 2529
2024
Q3
$594K Buy
2,852
+916
+47% +$191K ﹤0.01% 2564
2024
Q2
$454K Buy
1,936
+102
+6% +$23.9K ﹤0.01% 2685
2024
Q1
$325K Buy
+1,834
New +$325K ﹤0.01% 2866
2022
Q4
Sell
-23,965
Closed -$2.04M 3358
2022
Q3
$2.04M Sell
23,965
-316
-1% -$27K ﹤0.01% 1460
2022
Q2
$2.15M Sell
24,281
-43
-0.2% -$3.81K ﹤0.01% 1451
2022
Q1
$2.65M Buy
24,324
+1,179
+5% +$128K ﹤0.01% 1437
2021
Q4
$3.39M Buy
23,145
+18,572
+406% +$2.72M ﹤0.01% 1279
2021
Q3
$468K Buy
+4,573
New +$468K ﹤0.01% 2609