Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Hold
14,300
﹤0.01% 947
2025
Q1
$938K Hold
14,300
﹤0.01% 897
2024
Q4
$1.1M Buy
14,300
+2,200
+18% +$169K ﹤0.01% 823
2024
Q3
$1.01M Sell
12,100
-1,000
-8% -$83.5K ﹤0.01% 904
2024
Q2
$723K Buy
13,100
+2,500
+24% +$138K ﹤0.01% 1011
2024
Q1
$737K Sell
10,600
-1,700
-14% -$118K ﹤0.01% 1028
2023
Q4
$682K Sell
12,300
-17,181
-58% -$953K ﹤0.01% 1080
2023
Q3
$1.06M Buy
29,481
+23,281
+376% +$835K ﹤0.01% 871
2023
Q2
$196K Hold
6,200
﹤0.01% 1593
2023
Q1
$191K Sell
6,200
-46,564
-88% -$1.43M ﹤0.01% 1607
2022
Q4
$1.63M Buy
52,764
+45,964
+676% +$1.42M 0.01% 727
2022
Q3
$127K Buy
6,800
+4,600
+209% +$85.9K ﹤0.01% 1712
2022
Q2
$39K Hold
2,200
﹤0.01% 1892
2022
Q1
$30K Buy
+2,200
New +$30K ﹤0.01% 2006