Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
75,348
+4,803
+7% +$24.9K ﹤0.01% 1514
2025
Q1
$372K Buy
70,545
+13,725
+24% +$72.3K ﹤0.01% 1436
2024
Q4
$252K Buy
56,820
+4,224
+8% +$18.7K ﹤0.01% 1618
2024
Q3
$230K Buy
52,596
+6,965
+15% +$30.4K ﹤0.01% 1667
2024
Q2
$172K Buy
45,631
+5,996
+15% +$22.7K ﹤0.01% 1687
2024
Q1
$140K Buy
39,635
+20,849
+111% +$73.8K ﹤0.01% 1568
2023
Q4
$64.2K Buy
+18,786
New +$64.2K ﹤0.01% 1383
2023
Q1
Sell
-10,793
Closed -$50K 1341
2022
Q4
$50K Sell
10,793
-1,514
-12% -$7.01K ﹤0.01% 1082
2022
Q3
$53K Sell
12,307
-820
-6% -$3.53K ﹤0.01% 1066
2022
Q2
$61K Sell
13,127
-4,121
-24% -$19.2K ﹤0.01% 1087
2022
Q1
$94K Sell
17,248
-13,054
-43% -$71.1K ﹤0.01% 1070
2021
Q4
$188K Sell
30,302
-8,676
-22% -$53.8K 0.01% 945
2021
Q3
$212K Sell
38,978
-2,758
-7% -$15K 0.01% 776
2021
Q2
$222K Sell
41,736
-1,313
-3% -$6.98K 0.01% 663
2021
Q1
$170K Buy
+43,049
New +$170K 0.01% 546