Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
17,800
+4,400
+33% +$62.1K ﹤0.01% 1581
2025
Q1
$322K Buy
13,400
+3,700
+38% +$88.9K ﹤0.01% 1375
2024
Q4
$362K Hold
9,700
﹤0.01% 1318
2024
Q3
$485K Sell
9,700
-300
-3% -$15K ﹤0.01% 1273
2024
Q2
$347K Buy
10,000
+1,000
+11% +$34.7K ﹤0.01% 1391
2024
Q1
$492K Sell
9,000
-100
-1% -$5.47K ﹤0.01% 1272
2023
Q4
$389K Sell
9,100
-15,000
-62% -$641K ﹤0.01% 1383
2023
Q3
$626K Buy
24,100
+12,000
+99% +$312K ﹤0.01% 1104
2023
Q2
$289K Sell
12,100
-1,200
-9% -$28.7K ﹤0.01% 1494
2023
Q1
$181K Hold
13,300
﹤0.01% 1616
2022
Q4
$184K Buy
+13,300
New +$184K ﹤0.01% 1608