Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Sell
61,439
-1,120
-2% -$13.9K ﹤0.01% 1117
2025
Q1
$952K Sell
62,559
-9,436
-13% -$144K 0.01% 973
2024
Q4
$1.05M Buy
71,995
+50,795
+240% +$742K 0.01% 954
2024
Q3
$339K Buy
21,200
+3,645
+21% +$58.2K ﹤0.01% 1523
2024
Q2
$334K Buy
17,555
+3,040
+21% +$57.8K ﹤0.01% 1457
2024
Q1
$283K Buy
14,515
+1,560
+12% +$30.5K ﹤0.01% 1411
2023
Q4
$263K Buy
12,955
+701
+6% +$14.2K 0.01% 1207
2023
Q3
$256K Buy
12,254
+759
+7% +$15.9K 0.01% 1124
2023
Q2
$184K Buy
+11,495
New +$184K 0.01% 1220
2022
Q1
Sell
-13,245
Closed -$179K 1133
2021
Q4
$179K Buy
+13,245
New +$179K 0.01% 947