Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Hold
89,250
﹤0.01% 809
2025
Q1
$209K Sell
89,250
-59,489
-40% -$139K ﹤0.01% 781
2024
Q4
$275K Buy
148,739
+132,439
+813% +$245K ﹤0.01% 740
2024
Q3
$40.8K Hold
16,300
﹤0.01% 1085
2024
Q2
$33.1K Hold
16,300
﹤0.01% 1115
2024
Q1
$39.3K Hold
16,300
﹤0.01% 1106
2023
Q4
$45K Hold
16,300
﹤0.01% 972
2023
Q3
$41.6K Hold
16,300
﹤0.01% 960
2023
Q2
$51.8K Hold
16,300
﹤0.01% 920
2023
Q1
$45.6K Hold
16,300
﹤0.01% 924
2022
Q4
$42.2K Hold
16,300
﹤0.01% 934
2022
Q3
$50.5K Hold
16,300
﹤0.01% 904
2022
Q2
$41.6K Sell
16,300
-13,500
-45% -$34.4K ﹤0.01% 957
2022
Q1
$97.7K Buy
29,800
+12,000
+67% +$39.4K ﹤0.01% 849
2021
Q4
$48.1K Buy
+17,800
New +$48.1K ﹤0.01% 1012