Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Hold
31,100
﹤0.01% 1412
2025
Q1
$284K Sell
31,100
-8,600
-22% -$78.6K ﹤0.01% 1420
2024
Q4
$583K Hold
39,700
﹤0.01% 1090
2024
Q3
$590K Buy
39,700
+9,200
+30% +$137K ﹤0.01% 1149
2024
Q2
$619K Buy
30,500
+2,000
+7% +$40.6K ﹤0.01% 1079
2024
Q1
$676K Sell
28,500
-5,200
-15% -$123K ﹤0.01% 1066
2023
Q4
$549K Buy
33,700
+2,400
+8% +$39.1K ﹤0.01% 1235
2023
Q3
$378K Hold
31,300
﹤0.01% 1380
2023
Q2
$572K Buy
31,300
+3,900
+14% +$71.3K ﹤0.01% 1200
2023
Q1
$378K Hold
27,400
﹤0.01% 1430
2022
Q4
$350K Buy
27,400
+17,400
+174% +$222K ﹤0.01% 1446
2022
Q3
$166K Buy
10,000
+3,700
+59% +$61.4K ﹤0.01% 1653
2022
Q2
$100K Buy
+6,300
New +$100K ﹤0.01% 1765